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Company:
InCharge Institute
Plan:
InCharge Institute 401k Plan and Trust
 

InCharge Institute

62 Plan:

 
 
62
30
74
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (62) and the top rated plan (86) could equate to:
[How is this calculated?]
12 additional years of work
Up to $135,600 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

InCharge Institute 401k Plan and Trust is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 62. InCharge Institute 401k Plan and Trust currently has over 400 active participants and over $6.7M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 5750 Major Blvd
Suite 300
Orlando, FL 32819 
Industry All Other Professional, Scientific, and Technical Services
Administrator Etta Money
Net Plan Assets $6,710,000
Total Participants 490
Avg Account Balance $14,000

 Compare Other Companies in Peer Group

ANKOR Energy LLC 77.6
Anchor QEA, LLC 75.6
Shen Milsom & Wilke, LLC 73.6
Callos Management Company 56.8
Retail Merchandising Solutions 55.7
Managed Business Services 38.5

 Top 3 Funds in this 401k

1. Harbor International 9%
2. Fidelity Balanced 8%
3. Fidelity Mid-Cap Stock 8%

  Plan Service Provider

Auditor Ribis, Jones & Maresca, P.A.

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