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Company:
Unisource Administrators, Inc.
Plan:
Unisource Administrators, Inc. 401k Plan
 

Unisource Administrators, Inc.

66 Plan: Unisource Administrators, Inc. 401k Plan

 
 
66
36
70
86
0
10
20
30
40
50
60
70
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90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (66) and the top rated plan (86) could equate to:
[How is this calculated?]
12 additional years of work
Up to $38,200 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

Unisource Administrators, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66. This plan is in the top 15% of plans for Investment Menu Quality. Unisource Administrators, Inc. 401k Plan currently has over 200 active participants and over $4.4M in plan assets.

 

 Retirement Plan Details

Address 6010 Cattleridge Dr
Sarasota, FL 34232-6061 
Industry Insurance Agencies and Brokerages
Administrator Andrew W. Olwert
Net Plan Assets $4,430,000
Total Participants 260
Avg Account Balance $17,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 22%
2. John Hancock Funds II Lifestyle Aggressive 11%
3. John Hancock Funds II Lifestyle Balanced 11%

  Plan Service Providers

Auditor Thomas Howell Ferguson
Insurance Carrier John Hancock

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