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Company:
Vavrinek, Trine, Day & Company, LLP
Plan:
Vavrinek, Trine, Day & Company, LLP Employees' Retirement Savings Plan
 

Vavrinek, Trine, Day & Company, LLP

78 Plan: Vavrinek, Trine, Day & Company, LLP Employees' Retirement Savings Plan

 
 
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89
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For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (78) and the top rated plan (89) could equate to:
[How is this calculated?]
7 additional years of work
Up to $62,700 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

Vavrinek, Trine, Day & Company, LLP Employees' Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 78. This plan is in the top 15% of plans for Company Generosity and Participation Rate. Vavrinek, Trine, Day & Company, LLP Employees' Retirement Savings Plan currently has over 200 active participants and over $18.2M in plan assets.

 

 Retirement Plan Details

Address 8270 Aspen Street
Rancho Cucamonga, CA 91730 
Industry Offices of Certified Public Accountants
Administrator Heidi White
Net Plan Assets $18,200,000
Total Participants 290
Avg Account Balance $67,000

 Top 3 Funds in this 401k

1. Standard Insurance Stable Asset Fund II 21%
2. Vanguard 500 Index 12%
3. Dodge & Cox Income 9%

  Plan Service Providers

Insurance Carrier The Standard
Insurance Advisor/Broker Jta Securities Management, Inc.
Insurance Advisor/Broker Arete Wealth Management LLC
Recordkeeper The Standard
Auditor Martin Werbelow LLP

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