Home  >   401k Directory   >   A.G.I.A., Inc.
 
Company:
A.G.I.A., Inc.
Plan:
A.G.I.A. Insurance Services 401k Plan
 

A.G.I.A., Inc.

70 Plan:

 
 
70
35
72
90
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 (70) and the top rated plan (90) could equate to:
[How is this calculated?]
12 additional years of work
Up to $152,900 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

A.G.I.A. Insurance Services 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 35% of plans for Participation Rate and Salary Deferral. A.G.I.A. Insurance Services 401k Plan currently has over 300 active participants and over $14.3M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
30
Plan Average: 24
Top 3 Funds in this 401k
1. Prudential Guaranteed Income Fund 23%
2. Prudential Retirement Goal 2020 13%
3. Prudential Retirement Goal 2030 8%

 Retirement Plan Details

Address 1155 Eugenia Place
Carpinteria, CA 93013 
Industry Insurance Agencies and Brokerages
Administrator Andrew Dowen
Net Plan Assets $14,300,000
Total Participants 360
Avg Account Balance $42,000

  Plan Service Providers

Insurance Carrier Prudential
Insurance Advisor/Broker Financial Telesis, Inc.
Administration Prudential
Recordkeeper Prudential
Auditor Nasif, Hicks, Harris and Co., LLP

 Comments