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Company:
The Union League Club
Plan:
The Union League Club 401k Plan
 

The Union League Club

70 Plan: The Union League Club 401k Plan

 
 
70
15
55
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (70) and the top rated plan (87) could equate to:
[How is this calculated?]
10 additional years of work
Up to $133,900 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 Union League Club 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 Company Generosity and Investment Menu Quality. The Union League Club 401k Plan currently has over 100 active participants and over $4.2M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
16
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. Principal Money Market 37%
2. Principal Large Cap S&P 500 Index 10%
3. Principal SmallCap S&P 600 Index 7%

 Retirement Plan Details

Address 38 E 37th St
New York, NY 10016-3008 
Industry Other Services (except Public Administration)
Administrator Steven Toneatto
Net Plan Assets $4,190,000
Total Participants 110
Avg Account Balance $41,000

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Auditor Condon O'Mear-A Mcginty

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