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Company:
Security Mortgage Corporation
Plan:
Security Mortgage Corporation Profit Sharing Plan
 

Security Mortgage Corporation

58 Plan: Security Mortgage Corporation Profit Sharing Plan

 
 
58
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60
84
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For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (58) and the top rated plan (84) could equate to:
[How is this calculated?]
13 additional years of work
Up to $135,000 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

Security Mortgage Corporation Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 35% of plans for Investment Menu Quality and Salary Deferral. Security Mortgage Corporation Profit Sharing Plan currently has over 100 active participants and over $1.6M in plan assets.

 

 Retirement Plan Details

Address 3724 N 3rd St Ste 200
Phoenix, AZ 85012-2035 
Industry Real Estate Credit
Administrator Greg Denning
Sponsor Greg Dennis
Net Plan Assets $1,620,000
Total Participants 170
Avg Account Balance $9,600

 Top 3 Funds in this 401k

1. Maxim Aggressive Profile II 13%
2. Maxim Moderate Profile II 9%
3. American Funds EuroPacific Growth 8%

  Plan Service Providers

Auditor Richey May & Co., LLP
Insurance Carrier Great-West Life
Insurance Advisor/Broker Stanley E. Waldrop

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