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Company:
Historic Hudson Valley
Plan:
Historic Hudson Valley Tax Sheltered Annuity Plan
 

Historic Hudson Valley

70 Plan: Historic Hudson Valley Tax Sheltered Annuity Plan

 
 
70
30
60
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (70) and the top rated plan (85) could equate to:
[How is this calculated?]
8 additional years of work
Up to $120,500 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

Historic Hudson Valley Tax Sheltered Annuity Plan is a defined contribution plan. This plan has a BrightScope Rating of 70. This plan is in the top 35% of plans for Company Generosity, Investment Menu Quality, Participation Rate, and Total Plan Cost. Historic Hudson Valley Tax Sheltered Annuity Plan currently has over 100 active participants and over $4.5M in plan assets.

 

 Retirement Plan Details

Address 150 White Plains Rd
Tarrytown, NY 10591-5535 
Industry Arts, Entertainment, and Recreation
Administrator Lynda Jones
Net Plan Assets $4,540,000
Total Participants 140
Avg Account Balance $33,000

 Top 3 Funds in this 403b

1. Lincoln Financial Fixed Account 19%
2. Fidelity Advisor Equity Growth 12%
3. Fidelity Asset Manager 50% 6%

  Plan Service Providers

Auditor Lutz and Carr
Administration Lincoln Financial
Insurance Carrier Lincoln Financial
Insurance Advisor/Broker Charles W. Cammack Associates, Inc.

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