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Company:
Fin-West Group, Inc.
Plan:
Profit Sharing Plan for Employees of Fin-West Group
 

Fin-West Group, Inc.

60 Plan: Profit Sharing Plan for Employees of Fin-West Group

 
 
60
3
62
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (60) and the top rated plan (84) could equate to:
[How is this calculated?]
12 additional years of work
Up to $164,400 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

Profit Sharing Plan for Employees of Fin-West Group is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. This plan is in the top 15% of plans for Investment Menu Quality and Total Plan Cost. Profit Sharing Plan for Employees of Fin-West Group currently has over 100 active participants and over $7.4M in plan assets.

 

 Retirement Plan Details

Address 3230 Fallow Field Dr
Diamond Bar, CA 91765-3479 
Industry Real Estate Credit
Administrator Pac Dong
Net Plan Assets $7,380,000
Total Participants 130
Avg Account Balance $58,000

 Top 3 Funds in this 401k

1. Total Certificates of Deposit 26%
2. Total Real Estate Investments 14%
3. Fidelity Retirement Money Market 14%

  Plan Service Providers

Recordkeeper Fidelity
Auditor Forman Richter & Rubin

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