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Company:
D/T Carson Enterprises Inc.
Plan:
The D/T Carson Enterprises Inc. Employees' 401k Retirement Savings Plan
 

D/T Carson Enterprises Inc.

50 Plan: The D/T Carson Enterprises Inc. Employees' 401k Retirement Savings Plan

 
 
50
3
61
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 40 point difference between this plan's BrightScope Rating (50) and the top rated plan (90) could equate to:
[How is this calculated?]
20 additional years of work
Up to $224,900 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

The D/T Carson Enterprises Inc. Employees' 401k Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. The D/T Carson Enterprises Inc. Employees' 401k Retirement Savings Plan currently has over 300 active participants and over $2.9M in plan assets.


 Investment Menu Statistics

No. of Investment Options
20
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. SSgA S&P 500 Index 16%
2. American United Life Fixed Fund 15%
3. Oppenheimer Global Opportunities 8%

 Retirement Plan Details

Address 42882 Ivy Street
Murrieta, CA 92562 
Industry Charter Bus Industry
Administrator Dale E. Carson
Net Plan Assets $2,910,000
Total Participants 380
Avg Account Balance $17,000

 
Plan Service Providers

Insurance Carrier American United Life
Insurance Advisor/Broker SagePoint Financial, Inc.
Recordkeeper American United Life
Auditor Roorda, Piquet & Bessee, Inc., CPAS