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Company:
The David & Margaret Home, Inc.
Plan:
The David & Margaret Home, Inc. 401k Retirement Savings Plan
 

The David & Margaret Home, Inc.

59 Plan: The David & Margaret Home, Inc. 401k Retirement Savings Plan

 
 
59
25
58
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 30 point difference between this plan's BrightScope Rating (59) and the top rated plan (89) could equate to:
[How is this calculated?]
16 additional years of work
Up to $169,800 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

The David & Margaret Home, Inc. 401k Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Participation Rate. The David & Margaret Home, Inc. 401k Retirement Savings Plan currently has over 100 active participants and over $3.6M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
23
Plan Average: 24
Top 3 Funds in this 401k
1. Franklin Templeton Moderate Allocation 23%
2. Franklin Income 14%
3. Alger Capital Appreciation Institutional 10%

 Retirement Plan Details

Address 1350 Third Street
La Verne, CA 91750-5201 
Industry Other Services (except Public Administration)
Administrator Charles C. Rich
Net Plan Assets $3,580,000
Total Participants 120
Avg Account Balance $31,000

  Plan Service Providers

Auditor Harrington Group
Recordkeeper Hartford

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