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Company:
Stewart Home School, LLC
Plan:
Stewart Home School, LLC Retirement Plan
 

Stewart Home School, LLC

59 Plan: Stewart Home School, LLC Retirement Plan

 
 
59
8
50
79
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 (59) and the top rated plan (79) could equate to:
[How is this calculated?]
10 additional years of work
Up to $66,000 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

Stewart Home School, LLC Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Investment Menu Quality and Participation Rate. Stewart Home School, LLC Retirement Plan currently has over 100 active participants and over $4.0M in plan assets.

 

 Retirement Plan Details

Address 4200 Lawrenceburg Rd
Frankfort, KY 40601-8415 
Industry Vocational Rehabilitation Services
Administrator J. Barry Banker
Net Plan Assets $4,020,000
Total Participants 130
Avg Account Balance $32,000

 Compare Other Companies in Peer Group

Advocacy 65.9
SVRC Industries 61.6
Texas Workforce Centers of the... 53.0
REHAB Programs 50.7
ComCor 46.5
Tazewell County Resource Centers 37.5

 Top 3 Funds in this 401k

1. Transamerica Partners Large Cap US Equity 29%
2. Transamerica Partners International Equity 22%
3. Transamerica Partners Core Fixed Income 17%

  Plan Service Providers

Auditor Lattimore, Black, Morgan & Cain
Administration Bryan, Pendleton, Swats & McAllister

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