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Company:
Dan Callaghan Enterprises, Inc.
Plan:
Dan Callaghan Enterprises, Inc. 401k Profit Sharing Plan & Trust
 

Dan Callaghan Enterprises, Inc.

50 Plan: Dan Callaghan Enterprises, Inc. 401k Profit Sharing Plan & Trust

 
 
50
36
59
81
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (50) and the top rated plan (81) could equate to:
[How is this calculated?]
14 additional years of work
Up to $172,600 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

Dan Callaghan Enterprises, Inc. 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. This plan is in the top 35% of plans for Account Balances. Dan Callaghan Enterprises, Inc. 401k Profit Sharing Plan & Trust currently has over 100 active participants and over $4.2M in plan assets.


 Investment Menu Statistics

No. of Investment Options
22
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. T. Rowe Price Retirement 86%
2. Participant Loans 4%
3. BlackRock Global Allocation 1%

 Retirement Plan Details

Address 1301 44th Ave. E
Bradenton, FL 34203 
Industry Retail Trade
Administrator Jane Trinci
Net Plan Assets $4,240,000
Total Participants 130
Avg Account Balance $61,000

 
Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Robert James Willgoss
Auditor Christopher Smith Leonard Bristo