Alternatives Unlimited Inc. Tax Deferred Annuity Plan is a defined contribution plan. This plan has a BrightScope Rating of 48. This plan is in the top 35% of plans for Investment Menu Quality. Alternatives Unlimited Inc. Tax Deferred Annuity Plan currently has over 800 active participants and over $10.4M in plan assets.
|1.||Lincoln Financial Stable Value||23%|
|2.||American Funds Fundamental Investors||15%|
|3.||Loomis Sayles Investment Grade Bond||11%|
54 Douglas Road
Whitinsville, MA 01588-2008
|Industry||Vocational Rehabilitation Services|
|Net Plan Assets||$10,400,000|
|Avg Account Balance||$17,000|
|Citizen Advocates, Inc. North Star...||52.4|
|South Dakota Council Of Mental...||51.3|
|Winston-Salem Industries for the...||37.5|
|Insurance Carrier||Lincoln Financial|
|Insurance Advisor/Broker||LPL Financial Corp. (NRP)|
|Auditor||Alexander, Aronson, Finning & Co.,P.C.|
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