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Company:
Stevens Holtze Corporation
Plan:
Stevens Holtze Corporation 401k & Profit Sharing Plan
 

Stevens Holtze Corporation

59 Plan: Stevens Holtze Corporation 401k & Profit Sharing Plan

 
 
59
3
48
82
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (59) and the top rated plan (82) could equate to:
[How is this calculated?]
10 additional years of work
Up to $156,000 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

Stevens Holtze Corporation 401k & Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Investment Menu Quality. Stevens Holtze Corporation 401k & Profit Sharing Plan currently has over 200 active participants and over $4.5M in plan assets.

 

 Retirement Plan Details

Address 818 17th Street
Denver, CO 80202-3101 
Industry Hotels (except Casino Hotels) and Motels
Administrator Chris Scheer
Net Plan Assets $4,490,000
Total Participants 280
Avg Account Balance $16,000

 Top 3 Funds in this 401k

1. Principal International SmallCap 9%
2. Principal International Emerging Markets 9%
3. Principal Large Cap S&P 500 Index 6%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker UBS
Administration Principal Financial Group
Auditor Anton Collins Mitchell LLP

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