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 53. This plan is in the top 35% of plans for Investment Menu Quality. Dan Callaghan Enterprises, Inc. 401k Profit Sharing Plan & Trust currently has over 100 active participants and over $2.9M in plan assets.
|1.||Davis New York Venture||14%|
|2.||Hartford Life Fixed Income Account||9%|
|3.||American Funds Investment Company of America||8%|
Attn Jane Trinci
1301 44th Ave E
Bradenton, FL 34203
|Net Plan Assets||$2,850,000|
|Avg Account Balance||$35,000|
|Qualis Automotive, LLC||66.9|
|Piedmont Automotive Products||42.7|
|Insurance Advisor/Broker||Bank of America Merrill Lynch|
|Investment Adviser||Mesirow Financial|
|Auditor||Christopher, Smith & Leonard|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.