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Company:
Schultheis & Panettieri, LLP
Plan:
Schultheis & Panettieri, LLP 401k / Profit Sharing Plan
 

Schultheis & Panettieri, LLP

79 Plan:

 
 
79
18
63
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (79) and the top rated plan (87) could equate to:
[How is this calculated?]
5 additional years of work
Up to $56,100 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

Schultheis & Panettieri, LLP 401k / Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79, 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, Company Generosity, and Participation Rate. Schultheis & Panettieri, LLP 401k / Profit Sharing Plan currently has over 100 active participants and over $10.0M in plan assets.

 

 Retirement Plan Details

Address 210 Marcus Blvd
Hauppauge, NY 11788 
Industry Finance and Insurance
Administrator Vincent F Panettieri
Net Plan Assets $9,970,000
Total Participants 120
Avg Account Balance $87,000

 Top 3 Funds in this 401k

1. JPMorgan Government Bond 14%
2. Eaton Vance Large-Cap Value 12%
3. AllianceBernstein 2030 Retirement Strategy 12%

  Plan Service Provider

Auditor Berman Hopkins Wright and LaHam

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