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Company:
Trefz Corporation & its Affiliates
Plan:
Trefz Corporation & its Affiliates Profit Sharing 401k Savings Plan
 

Trefz Corporation & its Affiliates

49 Plan: Trefz Corporation & its Affiliates Profit Sharing 401k Savings Plan

 
 
49
3
55
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 35 point difference between this plan's BrightScope Rating (49) and the top rated plan (84) could equate to:
[How is this calculated?]
15 additional years of work
Up to $277,700 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

Trefz Corporation & its Affiliates Profit Sharing 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 49. This plan is in the top 15% of plans for Account Balances and Investment Menu Quality. Trefz Corporation & its Affiliates Profit Sharing 401k Savings Plan currently has over 1,100 active participants and over $49.3M in plan assets.

 

 Retirement Plan Details

Address Po Box 310
Park City Plaza, 10 Middle Street
Bridgeport, CT 06601-0310 
Industry Accommodation and Food Services
Administrator Robert Hull
Net Plan Assets $49,300,000
Total Participants 1,200
Avg Account Balance $42,000

 Top 3 Funds in this 401k

1. Total Common Stocks 48%
2. Cash Surrender Value of Insurance Policies 10%
3. Total Corporate Bonds 9%

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Carrier Guardian Life Insurance Company
Insurance Carrier Prudential
Investment Adviser People's United Bank
Corporate Trustee Kelly Capital Management
Recordkeeper The Standard
Auditor Caron & Bletzer, PLLC

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