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Company:
Society of Certified Insurance Counselors
Plan:
Society of Certified Insurance Counselors Profit Sharing Plan
 

Society of Certified Insurance Counselors

64 Plan: Society of Certified Insurance Counselors Profit Sharing Plan

 
 
64
39
66
84
0
10
20
30
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60
70
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90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (64) and the top rated plan (84) could equate to:
[How is this calculated?]
11 additional years of work
Up to $85,400 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

Society of Certified Insurance Counselors Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. Society of Certified Insurance Counselors Profit Sharing Plan currently has over 100 active participants and over $4.6M in plan assets.

 

 Retirement Plan Details

Address 3630 N Hills Dr
Austin, TX 78731-3028 
Industry Finance and Insurance
Administrator Amy K. Schott
Sponsor William T. Hold
Net Plan Assets $4,610,000
Total Participants 120
Avg Account Balance $38,000

 Top 3 Funds in this 401k

1. Standard Insurance Guaranteed Investment Contract 29%
2. Vanguard 500 Index 14%
3. Dodge & Cox Balanced 9%

  Plan Service Providers

Insurance Carrier The Standard
Administration The Standard
Auditor Calhoun, Thompson, and Matza, LLP

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