Sheila Joyce Kellerman, CPA
52
Plan:
S. J. Kellerman & Associates, Certified Public Accountants 401k Profit Sharing Plan
21
72
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 38 point difference between this plan's BrightScope Rating (52) and the top rated plan (90) could equate to:
[How is this calculated?]
[How is this calculated?]
20 additional years of work Up to $238,100 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
S. J. Kellerman & Associates, Certified Public Accountants 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. This plan is in the top 15% of plans for Participation Rate. S. J. Kellerman & Associates, Certified Public Accountants 401k Profit Sharing Plan currently has fewer than 100 active participants and over $313.4K in plan assets.
Retirement Plan Details
| Address |
740 Del Valle
Aptos, CA 95003 |
| Industry | Offices of Certified Public Accountants |
| Net Plan Assets | $310,000 |
| Total Participants | 6 |
| Avg Account Balance | $50,000 |
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