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Company:
Balzer & Associates, Inc.
Plan:
Balzer & Associates 401k Profit Sharing Plan
 

Balzer & Associates, Inc.

65 Plan: Balzer & Associates 401k Profit Sharing Plan

 
 
65
24
71
84
0
10
20
30
40
50
60
70
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90
100
For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (65) and the top rated plan (84) could equate to:
[How is this calculated?]
10 additional years of work
Up to $91,400 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

Balzer & Associates 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 65. This plan is in the top 15% of plans for Participation Rate. Balzer & Associates 401k Profit Sharing Plan currently has over 100 active participants and over $5.6M in plan assets.

 

 Retirement Plan Details

Address 1208 Corporate Cir Sw
Roanoke, VA 24018-1491 
Industry Architectural Services
Administrator Jim Mcaden, President
Net Plan Assets $5,600,000
Total Participants 170
Avg Account Balance $34,000

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 17%
2. Vanguard Windsor II 16%
3. Calamos Growth 14%

  Plan Service Providers

Investment Adviser CAPTRUST Financial Advisors
Auditor Budd & Company Plc
Corporate Trustee TD Ameritrade Trust Company

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