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Company:
Sma Surety, Inc.
Plan:
Smith-Manus 401K Plan
 

Sma Surety, Inc.

76 Plan: Smith-Manus 401K Plan

 
 
76
41
74
90
0
10
20
30
40
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60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (76) and the top rated plan (90) could equate to:
[How is this calculated?]
10 additional years of work
Up to $51,900 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

Smith-Manus 401K Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances. Smith-Manus 401K Plan currently has fewer than 100 active participants and over $1.7M in plan assets.

 

 Retirement Plan Details

Address 2307 River Rd Ste 200
Louisville, KY 40206-5005 
Industry Insurance Agencies and Brokerages
Administrator Edward J. O'Brien, IV
Net Plan Assets $1,710,000
Total Participants 22
Avg Account Balance $78,000

 Top 3 Funds in this 401k

1. Vanguard Intermediate-Term Bond Index 12%
2. Neuberger Berman Genesis 11%
3. Vanguard 500 Index 11%

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