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Company:
TriVita, Inc.
Plan:
The TriVita 401k Plan
 

TriVita, Inc.

50 Plan: The TriVita 401k Plan

 
 
50
41
67
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 38 point difference between this plan's BrightScope Rating (50) and the top rated plan (88) could equate to:
[How is this calculated?]
19 additional years of work
Up to $195,400 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 TriVita 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. This plan is in the top 15% of plans for Investment Menu Quality. The TriVita 401k Plan currently has over 100 active participants and over $1.9M in plan assets.

 

 Retirement Plan Details

Address 16100 N Greenway-Hayden Loop Ste950
Scottsdale, AZ 85260 
Industry Other Miscellaneous Durable Goods Merchant Wholesalers
Administrator Donald L. Kurtenbach
Net Plan Assets $1,940,000
Total Participants 180
Avg Account Balance $12,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Balanced 12%
2. John Hancock Funds II Lifestyle Growth 12%
3. John Hancock Money Market 8%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Carrier MetLife
Insurance Carrier Prudential
Insurance Advisor/Broker National Planning Corporation
Recordkeeper John Hancock
Auditor Walker & Armstrong LLP

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