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Company:
The McCallie School
Plan:
The McCallie School 401k Plan
 

The McCallie School

74 Plan: The McCallie School 401k Plan

 
 
74
41
68
85
0
10
20
30
40
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60
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100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (74) and the top rated plan (85) could equate to:
[How is this calculated?]
7 additional years of work
Up to $25,000 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

The McCallie School 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Participation Rate. The McCallie School 401k Plan currently has over 200 active participants and over $24.4M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
31
Plan Average: 24
Top 3 Funds in this 401k
1. Fidelity Magellan 11%
2. Fidelity Low-Priced Stock 10%
3. Fidelity Freedom 2020 9%

 Retirement Plan Details

Address 500 Dodds Avenue, Missionary Ridge
Chattanooga, TN 37404 
Industry Educational Services
Administrator Jessica L. Hibbs
Sponsor R. Kirk Walker, Jr.
Net Plan Assets $24,400,000
Total Participants 240
Avg Account Balance $100,000

 Compare Other Companies in Peer Group

Shipley School 76.6
Paideia School 75.6
Oakwood School 74.8
Westminster College 70.4
Dana Hall School 68.3
The ACOG Staff Retirement Plan 65.0

  Plan Service Providers

Recordkeeper Fidelity
Auditor The Blevins Group

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