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Company:
Confie Seguros California, Inc.
Plan:
The Westline Corporation 401k Profit Sharing Plan
 

Confie Seguros California, Inc.

46 Plan: The Westline Corporation 401k Profit Sharing Plan

 
 
46
5
58
87
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 41 point difference between this plan's BrightScope Rating (46) and the top rated plan (87) could equate to:
[How is this calculated?]
19 additional years of work
Up to $277,900 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

The Westline Corporation 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 46. This plan is in the top 15% of plans for Investment Menu Quality. The Westline Corporation 401k Profit Sharing Plan currently has over 400 active participants and over $1.5M in plan assets.

 

 Retirement Plan Details

Address 10801 Walker St Ste 250
Cypress, CA 90630-5044 
Industry Insurance Agencies and Brokerages
Administrator John Klaeb
Net Plan Assets $1,530,000
Total Participants 410
Avg Account Balance $3,800

 Top 3 Funds in this 401k

1. SEI Stable Asset Fund 15%
2. Hartford MidCap HLS 9%
3. Hartford Capital Appreciation HLS 9%

  Plan Service Providers

Auditor Ahlstrom & Baker, CPA's
Insurance Carrier Hartford
Insurance Advisor/Broker LPL Financial Corp.

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