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Company:
Optima, Inc.
Plan:
Optima, Inc. Profit Sharing Plan
 

Optima, Inc.

52 Plan: Optima, Inc. Profit Sharing Plan

 
 
52
3
60
81
0
10
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100
For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (52) and the top rated plan (81) could equate to:
[How is this calculated?]
12 additional years of work
Up to $183,800 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

Optima, Inc. Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. This plan is in the top 15% of plans for Investment Menu Quality. Optima, Inc. Profit Sharing Plan currently has over 100 active participants and over $1.2M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
17
Plan Average: 24
Top 3 Funds in this 401k
1. Lord Abbett Mid Cap Stock 21%
2. Fidelity Advisor Stock Selector Mid Cap 10%
3. Lord Abbett Growth & Income Strategy 9%

 Retirement Plan Details

Address 111 Research Dr
Stratford, CT 06615-7126 
Industry Other Miscellaneous Nondurable Goods Merchant Wholesalers
Net Plan Assets $1,190,000
Total Participants 120
Avg Account Balance $21,000

 Compare Other Companies in Peer Group

Garden of Life 72.3
Harrisburg Dairies 58.3
Dallas Container 51.1
Clientele 44.0
A. Sheftel and Sons 34.8
Douglass Industries 30.7

  Plan Service Providers

Auditor Nishball,Carp,Niedermeier,Pacowta
Insurance Carrier ING
Insurance Advisor/Broker UBS Financial Services, Inc.

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