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Company:
Zupan Enterprises, Inc.
Plan:
Zupan Stores Savings and Investment Plan
 

Zupan Enterprises, Inc.

54 Plan: Zupan Stores Savings and Investment Plan

 
 
54
6
49
75
0
10
20
30
40
50
60
70
80
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100
For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (54) and the top rated plan (75) could equate to:
[How is this calculated?]
9 additional years of work
Up to $150,100 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

Zupan Stores Savings and Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. This plan is in the top 15% of plans for Investment Menu Quality. Zupan Stores Savings and Investment Plan currently has over 100 active participants and over $3.7M in plan assets.

 

 Retirement Plan Details

Address 7223 Ne Hazel Dell Ave
Vancouver, WA 98665-8320 
Industry Supermarkets and Other Grocery (except Convenience) Stores
Administrator James Kane
Sponsor John Zupan
Net Plan Assets $3,670,000
Total Participants 190
Avg Account Balance $19,000

 Top 3 Funds in this 401k

1. American Funds Money Market 25%
2. American Funds Capital World Growth and Income 12%
3. American Funds Growth Fund of America 11%

  Plan Service Providers

Auditor Mack Roberts and Co., LLC
Administration American Funds

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