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Company:
Vali Cooper and Associates, Inc.
Plan:
Vali Cooper and Associates Profit Sharing Plan
 

Vali Cooper and Associates, Inc.

75 Plan:

 
 
75
32
66
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (75) and the top rated plan (86) could equate to:
[How is this calculated?]
7 additional years of work
Up to $90,300 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

Vali Cooper and Associates Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Participation Rate and Salary Deferral. Vali Cooper and Associates Profit Sharing Plan currently has fewer than 100 active participants and over $6.7M in plan assets.

 

 Retirement Plan Details

Address 41 Washington Ave
Point Richmond, CA 94801-3944 
Industry All Other Professional, Scientific, and Technical Services
Administrator Sybil Judd-White
Net Plan Assets $6,680,000
Total Participants 88
Avg Account Balance $76,000

 Top 3 Funds in this 401k

1. American Funds Washington Mutual 22%
2. Prudential Jennison Growth 17%
3. American Funds EuroPacific Growth 16%

  Plan Service Providers

Auditor Campbell Taylor & Company
Recordkeeper Prudential
Insurance Carrier Prudential

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