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Board of Trustees IUOE Local 30 Annuity Fund
Plan:
IUOE Local 30 Annuity Fund
 

Board of Trustees IUOE Local 30 Annuity Fund

60 Plan: IUOE Local 30 Annuity Fund

 
 
60
41
73
87
0
10
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30
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60
70
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100
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (60) and the top rated plan (87) could equate to:
[How is this calculated?]
14 additional years of work
Up to $223,900 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

IUOE Local 30 Annuity Fund is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 60. This plan is in the top 15% of plans for Company Generosity and Participation Rate. IUOE Local 30 Annuity Fund currently has over 3,500 active participants and over $192.7M in plan assets.

 

 Retirement Plan Details

Address 115-10 Myrtle Avenue
Richmond Hill, NY 11418 
Industry Finance and Insurance
Administrator Carol Westfall
Net Plan Assets $193,000,000
Total Participants 3,600
Avg Account Balance $54,000

 Top 3 Funds in this 401k

1. Fidelity Asset Manager 20% 39%
2. Fidelity Managed Income Portfolio 8%
3. Fidelity Freedom 2020 4%

  Plan Service Providers

Consultant Marshall & Moss LLP
Consultant Schultheis & Panettieri LLP
Investment Adviser The Segal Company
Legal Counsel B.I.V.A.S.
Legal Counsel Roger E Maher
Auditor Schultheis & Panettieri LLP

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