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Company:
Asset Marketing Systems Insurance Services, LLC
Plan:
Asset Marking Systems Insurance Services, LLC 401k Plan and Trust
 

Asset Marketing Systems Insurance Services, LLC

71 Plan: Asset Marking Systems Insurance Services, LLC 401k Plan and Trust

 
 
71
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66
88
0
10
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100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (71) and the top rated plan (88) could equate to:
[How is this calculated?]
10 additional years of work
Up to $148,500 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

Asset Marking Systems Insurance Services, LLC 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Salary Deferral. Asset Marking Systems Insurance Services, LLC 401k Plan and Trust currently has over 100 active participants and over $2.6M in plan assets.

 

 Retirement Plan Details

Address 9715 Businesspark Ave
San Diego, CA 92131-1642 
Industry Finance and Insurance
Administrator Wayne Tallene
Net Plan Assets $2,620,000
Total Participants 180
Avg Account Balance $15,000

 Top 3 Funds in this 401k

1. Maxim Moderate Profile II 22%
2. Great-West Life Guaranteed Portfolio Fund 15%
3. Oppenheimer Developing Markets 8%

  Plan Service Providers

Insurance Carrier Great-West Life
Auditor Squar Milner LLP
Insurance Advisor/Broker Lincoln Financial

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