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Company:
Occasions Caterers, Inc.
Plan:
Occasions Caterers Pension Plan
 

Occasions Caterers, Inc.

58 Plan: Occasions Caterers Pension Plan

 
 
58
3
46
73
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (58) and the top rated plan (73) could equate to:
[How is this calculated?]
6 additional years of work
Up to $100,600 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

Occasions Caterers Pension Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Account Balances and Salary Deferral. Occasions Caterers Pension Plan currently has over 100 active participants and over $2.7M in plan assets.

 

 Retirement Plan Details

Address 5458 3rd St Ne
Washington, DC 20011-6316 
Industry Accommodation and Food Services
Administrator Mark C. Michael
Sponsor Mark C. Micharl
Net Plan Assets $2,740,000
Total Participants 130
Avg Account Balance $15,000

 Top 3 Funds in this 401k

1. Principal Large Cap Value II 28%
2. Principal Bond & Mortgage Securities 9%
3. Principal MidCap Value III 8%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Auditor Squire Lemkin + O'Brien, LLP
Corporate Trustee Principal Financial Group
Insurance Advisor/Broker MassMutual

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