Home  >   401k Directory   >   Daniel B. Stephens & Associates, Inc.
 
Company:
Daniel B. Stephens & Associates, Inc.
Plan:
Daniel B. Stephens & Associates, Inc. 401k Profit Sharing Plan & Trust
 

Daniel B. Stephens & Associates, Inc.

76 Plan:

 
 
76
40
76
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (76) and the top rated plan (90) could equate to:
[How is this calculated?]
10 additional years of work
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

Daniel B. Stephens & Associates, Inc. 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances, Participation Rate, and Salary Deferral. Daniel B. Stephens & Associates, Inc. 401k Profit Sharing Plan & Trust currently has over 100 active participants and over $13.5M in plan assets.


 Investment Menu Statistics

No. of Investment Options
34
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Key Guaranteed Portfolio Fund 13%
2. Great-West American Century Growth 11%
3. Great-West S&P Small Cap 600 Index 7%

 
Plan Component Ratings

 Retirement Plan Details

Address 6020 Academy Ne, Ste. 100
Albuquerque, NM 87109 
Industry Professional, Scientific, and Technical Services
Administrator Judith Meeter
Net Plan Assets $13,500,000
Total Participants 130
Avg Account Balance $110,000

 Compare Other Companies in Peer Group

In-Q-Tel 88.0
Nuclear Safety Associates 84.8
Norwest 82.6
Bickmore 80.0
Menlo Acquisition 77.1
Forensic Analytical Specialties 72.2

 
Plan Service Providers

Insurance Carrier Great-West Life
Investment Adviser LPL Financial Corp. (NRP)
Recordkeeper Great-West Life
Auditor Atkinson & Co. Ltd.