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Company:
Calise & Sons Bakery, Inc.
Plan:
Calise & Sons Bakery, Inc. Profit Sharing Plan
 

Calise & Sons Bakery, Inc.

53 Plan: Calise & Sons Bakery, Inc. Profit Sharing Plan

 
 
53
8
62
88
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For the average 401k participant, the 35 point difference between this plan's BrightScope Rating (53) and the top rated plan (88) could equate to:
[How is this calculated?]
18 additional years of work
Up to $148,300 in lost retirement savings.
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

Calise & Sons Bakery, Inc. Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. Calise & Sons Bakery, Inc. Profit Sharing Plan currently has over 200 active participants and over $4.4M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
55
Plan Average: 24
Top 3 Funds in this 401k
1. John Hancock Funds II Lifestyle Growth 20%
2. John Hancock Funds II Lifestyle Balanced 19%
3. John Hancock Funds II Lifestyle Aggressive 10%

 Retirement Plan Details

Address 2 Quality Drive
Lincoln, RI 02865 
Industry Manufacturing
Administrator Robert L. Calise
Net Plan Assets $4,400,000
Total Participants 250
Avg Account Balance $33,000

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Cornerstone Group
Insurance Advisor/Broker Multi-Financial Securities Corp.
Recordkeeper John Hancock
Auditor Christopher Lefoley, CPA, Inc.

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