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Company:
Zaser & Longston, Inc.
Plan:
Zaser & Longston 401k Plan & Trust
 

Zaser & Longston, Inc.

65 Plan: Zaser & Longston 401k Plan & Trust

 
 
65
21
57
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (65) and the top rated plan (85) could equate to:
[How is this calculated?]
11 additional years of work
Up to $72,400 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.

 

 Comments

Retirement Plan Description

Zaser & Longston 401k Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 65. This plan is in the top 35% of plans for Account Balances and Salary Deferral. Zaser & Longston 401k Plan & Trust currently has over 100 active participants and over $7.0M in plan assets.

 Retirement Plan Details

Address 10518 Ne 37th Cir Bldg 25
Kirkland, WA 98033-7920 
Industry Real Estate and Rental and Leasing
Administrator Greg D. Zaser
Net Plan Assets $6,960,000
Total Participants 180
Avg Account Balance $40,000

 Top 3 Funds in this 401k

1. AllianceBernstein Common Stock Portfolio 17%
2. AXA Equitable Moderate Allocation 15%
3. AXA Equitable Multimanager Aggressive Equity 12%

  Plan Service Providers

Insurance Carrier AXA Equitable
Auditor Mahrt & Associates
Insurance Advisor/Broker Arja Scott
Recordkeeper AXA Equitable

  Plan Data Vault

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