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Company:
Take Charge America, Inc.
Plan:
Take Charge America, Inc. 401k Profit Sharing Plan & Trust
 

Take Charge America, Inc.

60 Plan: Take Charge America, Inc. 401k Profit Sharing Plan & Trust

 
 
60
18
66
86
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (60) and the top rated plan (86) could equate to:
[How is this calculated?]
13 additional years of work
Up to $132,600 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

Take Charge America, 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 60. This plan is in the top 35% of plans for Investment Menu Quality and Total Plan Cost. Take Charge America, Inc. 401k Profit Sharing Plan & Trust currently has over 400 active participants and over $6.7M in plan assets.

 

 Retirement Plan Details

Address 20620 N 19th Ave
Phoenix, AZ 85027-3585 
Industry Professional, Scientific, and Technical Services
Administrator Carolyn J. Myers
Sponsor Mary Hall
Net Plan Assets $6,710,000
Total Participants 470
Avg Account Balance $14,000

 Compare Other Companies in Peer Group

SM Consulting 72.6
Chemonics International 69.8
Optimus 69.1
McKing Consulting 68.3
Public Loan Co. 59.5
E.A. Langenfeld Associates, Ltd. 55.6

 Top 3 Funds in this 401k

1. Fidelity Advisor Small Cap 15%
2. Fidelity Advisor Equity Income 15%
3. Fidelity Prime Fund 11%

  Plan Service Provider

Auditor Clifton Gunderson

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