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Company:
The Osborne Association
Plan:
Employee Benefits Plan of the Osborne Association, Inc.
 

The Osborne Association

50 Plan:

 
 
50
7
46
74
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (50) and the top rated plan (74) could equate to:
[How is this calculated?]
9 additional years of work
Up to $180,800 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

Employee Benefits Plan of the Osborne Association, Inc. is a defined contribution plan. This plan has a BrightScope Rating of 50. This plan is in the top 15% of plans for Investment Menu Quality. Employee Benefits Plan of the Osborne Association, Inc. currently has over 100 active participants and over $1.5M in plan assets.

 

 Retirement Plan Details

Address 809 Westchester Ave
Bronx, NY 10455-1704 
Industry Health Care and Social Assistance
Administrator Carolina Dyer
Net Plan Assets $1,470,000
Total Participants 120
Avg Account Balance $13,000

 Top 3 Funds in this 401k

1. Guaranteed Investment Contract 23%
2. Russell LifePoints Equity Growth Strategy 13%
3. Russell LifePoints Growth Strategy 12%

  Plan Service Providers

Auditor Marks Paneth & Shron LLP
Insurance Carrier Principal Financial Group

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