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Company:
Dale Carnegie & Associates, Inc.
Plan:
Dale Carnegie & Associates, Inc. Savings and Investment Plan
 

Dale Carnegie & Associates, Inc.

77 Plan: Dale Carnegie & Associates, Inc. Savings and Investment Plan

 
 
77
21
63
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (77) and the top rated plan (89) could equate to:
[How is this calculated?]
8 additional years of work
Up to $93,500 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

Dale Carnegie & Associates, Inc. Savings and Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances and Salary Deferral. Dale Carnegie & Associates, Inc. Savings and Investment Plan currently has over 100 active participants and over $12.9M in plan assets.


 Investment Menu Statistics

No. of Investment Options
15
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. American Funds Growth Fund of America 27%
2. American Funds Washington Mutual 12%
3. American Funds SMALLCAP World 9%

 Retirement Plan Details

Address 290 Motor Parkway
Hauppauge, NY 11788-5105 
Industry Educational Services
Administrator Manuela Pereira
Net Plan Assets $12,900,000
Total Participants 130
Avg Account Balance $110,000

  Plan Service Providers

Recordkeeper American Funds (Capital Group)
Auditor Eichen & DiMeglio, CPAs