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Company:
Arizona State University Foundation
Plan:
ASU Foundation 401k Plan
 

Arizona State University Foundation

76 Plan: ASU Foundation 401k Plan

 
 
76
6
56
84
0
10
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60
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100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (76) and the top rated plan (84) could equate to:
[How is this calculated?]
5 additional years of work
Up to $28,700 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

ASU Foundation 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76, 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 and Participation Rate. ASU Foundation 401k Plan currently has over 100 active participants and over $3.8M in plan assets.

 

 Retirement Plan Details

Address Po Box 2260
Tempe, AZ 85280-2260 
Industry Educational Services
Administrator Judith H Van Gorden
Net Plan Assets $3,790,000
Total Participants 180
Avg Account Balance $21,000

 Top 3 Funds in this 401k

1. William Blair International Growth 13%
2. American Funds Bond Fund of America 9%
3. Rainier Small/Mid Cap Equity 8%

  Plan Service Providers

Auditor Clifton Gunderson
Investment Adviser Sequoia Financial Advisors, Inc.

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