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Company:
Applied Technology & Management, Inc.
Plan:
Island Global Yachting 401k Plan
 

Applied Technology & Management, Inc.

70 Plan: Island Global Yachting 401k Plan

 
 
70
31
72
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (70) and the top rated plan (90) could equate to:
[How is this calculated?]
13 additional years of work
Up to $112,200 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

Island Global Yachting 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 35% of plans for Investment Menu Quality and Salary Deferral. Island Global Yachting 401k Plan currently has over 100 active participants and over $6.4M in plan assets.

 

 Retirement Plan Details

Address 5550 Nw 111th Blvd
Gainesville, FL 32653 
Industry Other Accounting Services
Administrator Dawn G Petrella
Net Plan Assets $6,350,000
Total Participants 180
Avg Account Balance $36,000

 Top 3 Funds in this 401k

1. Maxim Bond Index 7%
2. Maxim S&P 500 Index 7%
3. American Funds Growth Fund of America 7%

  Plan Service Providers

Insurance Carrier Great-West Life
Insurance Advisor/Broker NFP Securities, Inc.
Auditor Purvis Gray and Company

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