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Company:
Michael Stevens Interests, Inc.
Plan:
Michael Stevens Interests, Inc. 401k Savings and Profit Sharing Plan and Trust
 

Michael Stevens Interests, Inc.

54 Plan: Michael Stevens Interests, Inc. 401k Savings and Profit Sharing Plan and Trust

 
 
54
25
60
88
0
10
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60
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100
For the average 401k participant, the 34 point difference between this plan's BrightScope Rating (54) and the top rated plan (88) could equate to:
[How is this calculated?]
17 additional years of work
Up to $190,700 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

Michael Stevens Interests, Inc. 401k Savings and Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. Michael Stevens Interests, Inc. 401k Savings and Profit Sharing Plan and Trust currently has over 100 active participants and over $1.8M in plan assets.

 

 Retirement Plan Details

Address 8582 Katy Fwy Ste 201
Houston, TX 77024-1818 
Industry Offices of Real Estate Agents and Brokers
Administrator Susan Laviage
Net Plan Assets $1,840,000
Total Participants 160
Avg Account Balance $12,000

 Top 3 Funds in this 401k

1. Fidelity Spartan 500 Index 15%
2. Rainier Small/Mid Cap Equity 13%
3. Fidelity Capital Appreciation 12%

  Plan Service Providers

Auditor Easley, Endres, Parkhill, Brackendo
Insurance Carrier Nationwide
Insurance Advisor/Broker John William Osborn

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