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Company:
Alternatives Unlimited Inc.
Plan:
Alternatives Unlimited Inc. Tax Deferred Annuity Plan
 

Alternatives Unlimited Inc.

48 Plan: Alternatives Unlimited Inc. Tax Deferred Annuity Plan

 
 
48
36
54
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 37 point difference between this plan's BrightScope Rating (48) and the top rated plan (85) could equate to:
[How is this calculated?]
17 additional years of work
Up to $233,100 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

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.


 Investment Menu Statistics

No. of Investment Options
13
Plan Average: 20
Largest Funds in this 403b: based on % allocation of assets
1. Lincoln Financial Stable Value 23%
2. American Funds Fundamental Investors 15%
3. Loomis Sayles Investment Grade Bond 11%

 Retirement Plan Details

Address 54 Douglas Road
Whitinsville, MA 01588-2008 
Industry Vocational Rehabilitation Services
Administrator Lisa Jeronymo
Net Plan Assets $10,400,000
Total Participants 850
Avg Account Balance $17,000

 
Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Advisor/Broker LPL Financial Corp. (NRP)
Administration Lincoln Financial
Auditor Alexander, Aronson, Finning & Co.,P.C.