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Company:
Daniel B. Stephens & Associates, Inc.
Plan:
Daniel B. Stephens & Associates, Inc. Profit Sharing Plan & Trust
 

Daniel B. Stephens & Associates, Inc.

69 Plan:

 
 
69
31
74
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (69) and the top rated plan (88) could equate to:
[How is this calculated?]
11 additional years of work
Up to $132,500 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

Daniel B. Stephens & Associates, Inc. Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 35% of plans for Account Balances and Salary Deferral. Daniel B. Stephens & Associates, Inc. Profit Sharing Plan & Trust currently has over 100 active participants and over $7.5M in plan assets.


 Investment Menu Statistics

No. of Investment Options
31
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. American Funds Growth Fund of America 16%
2. PIMCO Total Return 12%
3. Key Guaranteed Portfolio Fund 9%

 Retirement Plan Details

Address 6020 Academy Ne, Ste. 100
Albuquerque, NM 87109 
Industry Professional, Scientific, and Technical Services
Administrator Judith Meeter
Net Plan Assets $7,500,000
Total Participants 130
Avg Account Balance $65,000

 Compare Other Companies in Peer Group

Raytheon Telemus 82.3
Ids Scheer Americas 80.8
Bickmore & Associates 79.2
Ase (U.S.) 75.1
Tompkins Associates 71.9
Bradford & Galt 69.7

  Plan Service Providers

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