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Company:
Spencer Trask Ventures, Inc.
Plan:
Spencer Trask Ventures, Inc. 401k Plan
 

Spencer Trask Ventures, Inc.

77 Plan: Spencer Trask Ventures, Inc. 401k Plan

 
 
77
10
65
88
0
10
20
30
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50
60
70
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100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (77) and the top rated plan (88) could equate to:
[How is this calculated?]
7 additional years of work
Up to $103,100 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

Spencer Trask Ventures, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Investment Menu Quality and Salary Deferral. Spencer Trask Ventures, Inc. 401k Plan currently has fewer than 100 active participants and over $4.0M in plan assets.

 

 Retirement Plan Details

Address 535 Madison Ave
New York, NY 10022-4212 
Industry Securities Brokerage
Administrator Joseph Marinelli
Sponsor William Dioguardi
Net Plan Assets $3,960,000
Total Participants 91
Avg Account Balance $44,000

 Top 3 Funds in this 401k

1. Lincoln Financial Short Term (SA14) 14%
2. SSgA Small Cap Index 9%
3. Neuberger Berman Mid Cap Growth 5%

  Plan Service Providers

Auditor WithumSmith + Brown, PC
Insurance Carrier Lincoln Financial
Insurance Advisor/Broker Commonwealth Finanacial Network
Insurance Advisor/Broker Retirement Marketing Specialists

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