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Company:
Financeware, Inc.
Plan:
Financeware, Inc. 401k Plan
 

Financeware, Inc.

82 Plan: Financeware, Inc. 401k Plan

 
 
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89
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For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (82) and the top rated plan (89) could equate to:
[How is this calculated?]
6 additional years of work
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Financeware, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82. This plan is in the top 15% of plans for Salary Deferral and Total Plan Cost. Financeware, Inc. 401k Plan currently has fewer than 100 active participants and over $1.8M in plan assets.

 

 Retirement Plan Details

Address 600 East Main Street, Ste 1240
Richmond, VA 23219 
Industry Finance and Insurance
Administrator Authorized Signer
Net Plan Assets $1,790,000
Total Participants 31
Avg Account Balance $76,000

 Top 3 Funds in this 401k

1. Fidelity Spartan Total Market Index 51%
2. Fidelity Spartan International Index 12%
3. DFA Intermediate Government Fixed Income 10%

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