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Company:
Ireland San Filippo, LLP
Plan:
Ireland San Filippo, LLP 401k Plan & Trust
 

Ireland San Filippo, LLP

70 Plan: Ireland San Filippo, LLP 401k Plan & Trust

 
 
70
3
70
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (70) and the top rated plan (87) could equate to:
[How is this calculated?]
10 additional years of work
Up to $86,900 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

Ireland San Filippo, LLP 401k Plan & Trust is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Salary Deferral. Ireland San Filippo, LLP 401k Plan & Trust currently has over 100 active participants and over $3.8M in plan assets.

 

 Retirement Plan Details

Address 1075 N 10th St
San Jose, CA 95112-2936 
Industry Offices of Certified Public Accountants
Administrator Robert A. Lee
Net Plan Assets $3,790,000
Total Participants 140
Avg Account Balance $27,000

 Top 3 Funds in this 401k

1. Fidelity Growth Company 16%
2. Fidelity Retirement Money Market 12%
3. Fidelity Mid-Cap Stock 11%

  Plan Service Provider

Auditor Wilson Downing Group, LLC

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