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Company:
Schmitt Sussman Enterprises, Inc.
Plan:
Schmitt-Sussman Enterprises, Inc. 401k Plan
 

Schmitt Sussman Enterprises, Inc.

64 Plan: Schmitt-Sussman Enterprises, Inc. 401k Plan

 
 
64
36
70
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (64) and the top rated plan (86) could equate to:
[How is this calculated?]
13 additional years of work
Up to $62,700 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

Schmitt-Sussman Enterprises, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 15% of plans for Investment Menu Quality. Schmitt-Sussman Enterprises, Inc. 401k Plan currently has over 200 active participants and over $6.6M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address P.O. Box 1500
Orange, CT 06477-7500 
Industry Insurance Agencies and Brokerages
Administrator Joseph P. Herzog
Net Plan Assets $6,640,000
Total Participants 210
Avg Account Balance $31,000

 Compare Other Companies in Peer Group

Partners Specialty Group, LLC 74.4
CAH Holdings 70.4
Strickland Insurance Group 69.6
Sterling & Sterling 68.2
Euclid Insurance Services 67.6
AmFed Companies, LLC 57.7

 Top 3 Funds in this 401k

1. ING Fixed Account 10%
2. Fidelity Contrafund 9%
3. Oppenheimer Global 8%

  Plan Service Providers

Auditor Konowitz, Kahn, & Co., P.C.
Insurance Carrier ING
Insurance Advisor/Broker Financial Network Investment Corporation
Insurance Carrier AIG

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