BrightScope Rating
Company:
A Plus Benefits, Inc.
Plan:
A Plus Benefits, Inc. 401k Profit Sharing Plan
A Plus Benefits, Inc.
41
Plan:
A Plus Benefits, Inc. 401k Profit Sharing Plan
8
64
91
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 50 point difference between this plan's BrightScope Rating (41) and the top rated plan (91) could equate to:
[How is this calculated?]
[How is this calculated?]
25 additional years of work Up to $136,800 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.
Plan Description
A Plus Benefits, Inc. 401k Profit Sharing Plan is a defined contribution plan with a 401k feature and profit-sharing component. This plan has a BrightScope Rating of 41. This plan is in the top 35% of plans for Investment Menu Quality. A Plus Benefits, Inc. 401k Profit Sharing Plan currently has over 7,600 active participants and over $21.5M in plan assets.
Plan Details
| Address | 395 W. 600 N. Lindon, UT 84042 |
| Industry | Insurance Agencies & Brokerages |
| Administrator | Richard Bartholomew |
| Net Plan Assets | $21,600,000 |
| Total Participants | 8,300 |
| Avg Account Balance | $2,600 |
Top 3 Investment Holdings
| 1. | John Hancock Lifestyle Growth Portfolio | 25% |
| 2. | John Hancock Lifestyle Balanced Portfolio | 20% |
| 3. | John Hancock Lifestyle Aggressive Portfolio | 10% |
Other Companies in Peer Group
Plan Service Providers
| Insurance Carrier | John Hancock |
| Auditor | Jensen & Keddington, P.C. |
| Administration | John Hancock |
| Insurance Advisor/Broker | James B Mooring |
| Administration | National Benefit Services, LLC |
Comments