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Company:
Associates Capital Group, LLC
Plan:
Associates Capital Group, LLC Profit Sharing/401k Plan
 

Associates Capital Group, LLC

30 Plan: Associates Capital Group, LLC Profit Sharing/401k Plan

 
 
30
30
57
82
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 52 point difference between this plan's BrightScope Rating (30) and the top rated plan (82) could equate to:
[How is this calculated?]
22 additional years of work
Up to $448,400 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

Associates Capital Group, LLC Profit Sharing/401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 30. This plan is in the top 35% of plans for Investment Menu Quality. Associates Capital Group, LLC Profit Sharing/401k Plan currently has over 200 active participants and over $843.7K in plan assets.

 

 Retirement Plan Details

Address P.O. Box 380995
Birmingham, AL 35238 
Industry Health Care and Social Assistance
Administrator Leonard P. Bryant
Net Plan Assets $840,000
Total Participants 280
Avg Account Balance $3,100

 Top 3 Funds in this 401k

1. Transamerica Cash Management Fund 34%
2. Transamerica Bond Fund 8%
3. Templeton Foreign 6%

  Plan Service Providers

Recordkeeper Transamerica
Insurance Carrier Transamerica
Insurance Advisor/Broker Mr. William Ronald Weaver
Auditor Horne, LLP

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