Alternatives Unlimited Inc. Tax Deferred Annuity Plan is a defined contribution plan. This plan has a BrightScope Rating of 47. This plan is in the top 35% of plans for Investment Menu Quality and Total Plan Cost. Alternatives Unlimited Inc. Tax Deferred Annuity Plan currently has over 1,000 active participants and over $7.2M in plan assets.
|1.||Lincoln Financial Stable Value||28%|
|2.||American Funds Fundamental Investors||14%|
|3.||Loomis Sayles Investment Grade Bond||13%|
54 Douglas Road
Whitinsville, MA 01588-2008
|Industry||Vocational Rehabilitation Services|
|Net Plan Assets||$7,200,000|
|Avg Account Balance||$13,000|
|The Lighthouse for the Blind||62.0|
|The Arc, Oneida-Lewis Chapter NYSARC||46.7|
|Montgomery County Chapter NYSARC||46.4|
|Cattaraugus Rehabilitation Center||42.7|
|Goodwill Industries of Greater NY...||34.0|
|Insurance Carrier||Lincoln Financial|
|Insurance Advisor/Broker||Commonwealth Financial Network|
|Auditor||Alexander, Aronson, Finning & Co.,P.C.|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.