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Company:
The House of the Good Shepherd
Plan:
The House of the Good Shepherd 403(b) Thrift Plan
 

The House of the Good Shepherd

55 Plan: The House of the Good Shepherd 403(b) Thrift Plan

 
 
55
8
53
82
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (55) and the top rated plan (82) could equate to:
[How is this calculated?]
12 additional years of work
Up to $228,000 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

The House of the Good Shepherd 403(b) Thrift Plan is a defined contribution plan. This plan has a BrightScope Rating of 55. This plan is in the top 35% of plans for Investment Menu Quality. The House of the Good Shepherd 403(b) Thrift Plan currently has over 200 active participants and over $6.3M in plan assets.

 

 Retirement Plan Details

Address 116 Business Park Drive
Utica, NY 13502 
Industry Health Care and Social Assistance
Administrator William Holicky
Net Plan Assets $6,320,000
Total Participants 290
Avg Account Balance $22,000

 Top 3 Funds in this 403b

1. Lincoln Financial Stable Value 26%
2. PIMCO Total Return 10%
3. American Funds Growth Fund of America 10%

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Carrier Mutual of America
Administration Lincoln Financial
Auditor Gruver, Zweifel and Scott, LLP CPA

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