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Company:
The Arizona Zoological Society
Plan:
The Arizona Zoological Society 401k Plan
 

The Arizona Zoological Society

60 Plan: The Arizona Zoological Society 401k Plan

 
 
60
5
49
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (60) and the top rated plan (85) could equate to:
[How is this calculated?]
13 additional years of work
Up to $116,600 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

The Arizona Zoological Society 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Investment Menu Quality. The Arizona Zoological Society 401k Plan currently has over 300 active participants and over $5.1M in plan assets.

 

 Retirement Plan Details

Address 455 N Galvin Pkwy
Phoenix, AZ 85008-3431 
Industry Arts, Entertainment, and Recreation
Administrator Stephanie Baldwin
Sponsor Stephanip Baldwin
Net Plan Assets $5,080,000
Total Participants 320
Avg Account Balance $16,000

 Top 3 Funds in this 401k

1. Principal Large Cap Value I 17%
2. Principal Money Market 14%
3. Principal Equity Income 11%

  Plan Service Providers

Auditor Schmidt Westergard & Company, PLLC
Insurance Carrier Principal Financial Group

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