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Company:
Valerie Wilson Travel, Inc.
Plan:
Valerie Wilson Travel, Inc. Employees 401k Savings Plan
 

Valerie Wilson Travel, Inc.

66 Plan: Valerie Wilson Travel, Inc. Employees 401k Savings Plan

 
 
66
15
55
77
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (66) and the top rated plan (77) could equate to:
[How is this calculated?]
5 additional years of work
Up to $71,000 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

Valerie Wilson Travel, Inc. Employees 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Account Balances and Salary Deferral. Valerie Wilson Travel, Inc. Employees 401k Savings Plan currently has over 100 active participants and over $5.7M in plan assets.

 

 Retirement Plan Details

Address 475 Park Ave S
New York, NY 10016-6901 
Industry Administrative and Support and Waste Management and Remediation Services
Administrator Jennifer Wilson-Butligieg
Net Plan Assets $5,750,000
Total Participants 180
Avg Account Balance $33,000

 Compare Other Companies in Peer Group

Wyndham Jade 70.5
Backroads 66.1
MyTravel USA Holdings 61.7
AAA Minneapolis 61.2
Jalpak International America 60.2
Casto Travel 52.4

 Top 3 Funds in this 401k

1. Principal Large Cap Growth II 22%
2. Principal Bond & Mortgage Securities 11%
3. Principal Large Cap Value II 10%

  Plan Service Providers

Auditor Sobel & Co.
Insurance Carrier Principal Financial Group
Insurance Advisor/Broker UBS

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