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Company:
Sarasota Bay Club
Plan:
Sarasota Bay Club 401k Retirement Plan
 

Sarasota Bay Club

42 Plan: Sarasota Bay Club 401k Retirement Plan

 
 
42
11
45
59
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (42) and the top rated plan (59) could equate to:
[How is this calculated?]
6 additional years of work
Up to $113,700 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

Sarasota Bay Club 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 42. This plan is in the top 35% of plans for Investment Menu Quality. Sarasota Bay Club 401k Retirement Plan currently has over 200 active participants and over $813.6K in plan assets.

 

 Retirement Plan Details

Address 1301 N Tamiami Trl
Sarasota, FL 34236-2402 
Industry Health Care and Social Assistance
Administrator Lynn M Bajema
Sponsor Donna Gilliam/Controller
Net Plan Assets $810,000
Total Participants 290
Avg Account Balance $2,800

 Top 3 Funds in this 401k

1. Principal Bond & Mortgage Securities 17%
2. Principal SmallCap Blend 16%
3. Principal US Property 12%

  Plan Service Providers

Auditor Kirkland, Russ, Murphy & Tapp
Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Brown & Brown, Inc.

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