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Company:
Van Beurden Insurance Services, Inc.
Plan:
Van Beurden Insurance Services, Inc. 401k Profit Sharing Plan
 

Van Beurden Insurance Services, Inc.

69 Plan: Van Beurden Insurance Services, Inc. 401k Profit Sharing Plan

 
 
69
37
73
87
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (69) and the top rated plan (87) could equate to:
[How is this calculated?]
10 additional years of work
Up to $154,500 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

Van Beurden Insurance Services, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 35% of plans for Account Balances. Van Beurden Insurance Services, Inc. 401k Profit Sharing Plan currently has over 200 active participants and over $16.3M in plan assets.

 

 Retirement Plan Details

Address 1600 Draper St
Kingsburg, CA 93631-1911 
Industry Insurance Agencies and Brokerages
Administrator Kathy Holman
Net Plan Assets $16,300,000
Total Participants 270
Avg Account Balance $61,000

 Top 3 Funds in this 401k

1. Tocqueville 10%
2. Principal LifeTime 2020 9%
3. Principal Fixed Income Guaranteeed Option 8%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker UBS
Administration Principal Financial Group
Auditor Silicon Valley Accountancy

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