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Company:
Survival Insurance Brokerage, Inc.
Plan:
Survival Insurance Brokerage, Inc. Retirement Savings Plan
 

Survival Insurance Brokerage, Inc.

50 Plan: Survival Insurance Brokerage, Inc. Retirement Savings Plan

 
 
50
5
66
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 38 point difference between this plan's BrightScope Rating (50) and the top rated plan (88) could equate to:
[How is this calculated?]
18 additional years of work
Up to $277,200 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

Survival Insurance Brokerage, Inc. Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. This plan is in the top 35% of plans for Investment Menu Quality and Salary Deferral. Survival Insurance Brokerage, Inc. Retirement Savings Plan currently has over 100 active participants and over $1.3M in plan assets.

 

 Retirement Plan Details

Address 600 N Brand Blvd Fl 2
Glendale, CA 91203-4210 
Industry Insurance Agencies and Brokerages
Administrator Susan Mcfarlane
Net Plan Assets $1,300,000
Total Participants 130
Avg Account Balance $9,800

 Top 3 Funds in this 401k

1. Principal US Property 33%
2. Principal Large Cap S&P 500 Index 10%
3. Principal SmallCap Blend 9%

  Plan Service Providers

Auditor Lenny Yeh, CPA
Administration Principal Financial Group
Insurance Carrier Principal Financial Group

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