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Company:
Sunshine Terrace Foundation, Inc.
Plan:
Sunshine Terrace Foundation, Inc. 401k Retirement Plan
 

Sunshine Terrace Foundation, Inc.

37 Plan: Sunshine Terrace Foundation, Inc. 401k Retirement Plan

 
 
37
8
55
86
0
10
20
30
40
50
60
70
80
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100
For the average 401k participant, the 49 point difference between this plan's BrightScope Rating (37) and the top rated plan (86) could equate to:
[How is this calculated?]
22 additional years of work
Up to $303,600 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

Sunshine Terrace Foundation, Inc. 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 37. This plan is in the top 15% of plans for Investment Menu Quality. Sunshine Terrace Foundation, Inc. 401k Retirement Plan currently has over 200 active participants and over $1.2M in plan assets.

 

 Retirement Plan Details

Address 248 West 300 North
Logan, UT 84321 
Industry Health Care and Social Assistance
Administrator Karen L. Boehme
Net Plan Assets $1,170,000
Total Participants 270
Avg Account Balance $4,300

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 19%
2. John Hancock Funds II Lifestyle Aggressive 16%
3. John Hancock Funds II Lifestyle Balanced 15%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Northwestern Mutual
Recordkeeper John Hancock
Auditor Hansen, Barnett & Maxwell, PC

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