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Company:
Bernard Allison Management Services, Inc.
Plan:
Bernard Allison Management Services, Inc. 401k Retirement Plan & Trust
 

Bernard Allison Management Services, Inc.

24 Plan: Bernard Allison Management Services, Inc. 401k Retirement Plan & Trust

 
 
24
24
56
77
0
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For the average 401k participant, the 53 point difference between this plan's BrightScope Rating (24) and the top rated plan (77) could equate to:
[How is this calculated?]
23 additional years of work
Up to $418,200 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

Bernard Allison Management Services, Inc. 401k Retirement Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 24. This plan is in the top 35% of plans for Participation Rate. Bernard Allison Management Services, Inc. 401k Retirement Plan & Trust currently has over 600 active participants and over $2.7M in plan assets.

 

 Retirement Plan Details

Address 2400 E Arizona Biltmore Cir Ste 140
Phoenix, AZ 85016-2107 
Industry Real Estate and Rental and Leasing
Administrator Vicki A. Allison
Net Plan Assets $2,720,000
Total Participants 690
Avg Account Balance $4,800

 Top 3 Funds in this 401k

1. Fidelity Contrafund 18%
2. Columbia International Value 17%
3. Transamerica Stable Value Fund 16%

  Plan Service Providers

Insurance Carrier Transamerica
Administration Transamerica
Auditor Dauby O'Connor & Zaleski, LLC
Insurance Advisor/Broker Brian Friedman
Insurance Advisor/Broker David Jazo

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