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Company:
Kates Paperie LTD
Plan:
Kates Paperie LTD 401k Plan
 

Kates Paperie LTD

50 Plan: Kates Paperie LTD 401k Plan

 
 
50
36
59
79
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (50) and the top rated plan (79) could equate to:
[How is this calculated?]
13 additional years of work
Up to $156,600 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

Kates Paperie LTD 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. This plan is in the top 35% of plans for Investment Menu Quality. Kates Paperie LTD 401k Plan currently has over 100 active participants and over $1.1M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
19
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. Oppenheimer Global 22%
2. Fidelity Contrafund 10%
3. T. Rowe Price Diversified Mid Cap Growth 9%

 Retirement Plan Details

Address 460 W 34th St Fl 3
New York, NY 10001-2320 
Industry Retail Trade
Administrator Erika Schurmann
Net Plan Assets $1,080,000
Total Participants 130
Avg Account Balance $17,000

  Plan Service Providers

Auditor KP Lynch CPA PC
Insurance Carrier ING
Insurance Advisor/Broker Daniel Costello

 Comments