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Company:
Value Financial Services, Inc.
Plan:
Value Financial Services, Inc. 401k Plan
 

Value Financial Services, Inc.

52 Plan: Value Financial Services, Inc. 401k Plan

 
 
52
18
55
81
0
10
20
30
40
50
60
70
80
90
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 $183,900 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

Value Financial Services, Inc. 401k 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 35% of plans for Investment Menu Quality. Value Financial Services, Inc. 401k Plan currently has over 400 active participants and over $2.0M in plan assets.

 

 Retirement Plan Details

Address 1063 Maitland Center Commons Blvd S
Maitland, FL 32751-7436 
Industry Retail Trade
Administrator Linda Pawlicki
Sponsor Wilton A Whetcomb III
Net Plan Assets $2,020,000
Total Participants 410
Avg Account Balance $5,000

 Top 3 Funds in this 401k

1. American Century Real Estate 16%
2. Maxim Moderately Aggressive Profile II 8%
3. Great-West Life Guaranteed Certificate Fund 7%

  Plan Service Providers

Auditor McGladrey
Recordkeeper Great-West Life
Insurance Carrier Great-West Life
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Insurance Advisor/Broker Truenorth Securities, Inc.

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