Home  >   401k Directory   >   Tax Management Associates, Inc.
 
Company:
Tax Management Associates, Inc.
Plan:
Tax Management Associates, Inc. 401k & Profit Sharing Plan
 

Tax Management Associates, Inc.

58 Plan:

 
 
58
15
73
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 30 point difference between this plan's BrightScope Rating (58) and the top rated plan (88) could equate to:
[How is this calculated?]
16 additional years of work
Up to $131,900 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

Tax Management Associates, Inc. 401k & Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 35% of plans for Investment Menu Quality. Tax Management Associates, Inc. 401k & Profit Sharing Plan currently has over 100 active participants and over $1.6M in plan assets.

 

 Retirement Plan Details

Address 2225 Coronation Blvd
Charlotte, NC 28227-6716 
Industry Other Accounting Services
Sponsor Jo,.*,J H. I. Omew--
Net Plan Assets $1,570,000
Total Participants 130
Avg Account Balance $12,000

 Top 3 Funds in this 401k

1. Federated Capital Preservation Fund 17%
2. Eaton Vance Large-Cap Value 11%
3. Federated Capital Appreciation 11%

  Plan Service Provider

Auditor Elliott Davis, LLC

 Comments