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Company:
401k Safe, LLC
Plan:
Xcel HR 401k Plan
 

401k Safe, LLC

51 Plan: Xcel HR 401k Plan

 
 
51
27
62
83
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (51) and the top rated plan (83) could equate to:
[How is this calculated?]
15 additional years of work
Up to $151,200 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

Xcel HR 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 51. This plan is in the top 35% of plans for Investment Menu Quality. Xcel HR 401k Plan currently has over 3,300 active participants and over $48.3M in plan assets.

 

 Retirement Plan Details

Address 1608 13th Avenue South, Suite 220
Birmingham, AL 35205-5573 
Industry Administrative and Support and Waste Management and Remediation Services
Administrator Lee Lichtenstein
Net Plan Assets $48,300,000
Total Participants 3,300
Avg Account Balance $15,000

 Top 3 Funds in this 401k

1. Stadion Managed Moderate 15%
2. Stadion Managed Growth 12%
3. Lincoln Financial Short Term (SA14) 11%

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Advisor/Broker Lincoln Financial
Insurance Advisor/Broker Sigma Financial Corporation
Administration Lincoln Financial
Investment Adviser Stadion Money Management
Recordkeeper Pinnacle Financial Services
Auditor Mauldin & Jenkins, LLC

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