Home  >   401k Directory   >   C.L.M. Associates, LLC
 
Company:
C.L.M. Associates, LLC
Plan:
C.L.M. Associates, LLC 401k Plan
 

C.L.M. Associates, LLC

62 Plan: C.L.M. Associates, LLC 401k Plan

 
 
62
39
59
71
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (62) and the top rated plan (71) could equate to:
[How is this calculated?]
4 additional years of work
Up to $67,700 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

C.L.M. Associates, LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. This plan is in the top 15% of plans for Investment Menu Quality. C.L.M. Associates, LLC 401k Plan currently has over 200 active participants and over $5.1M in plan assets.

 

 Retirement Plan Details

Address 250 Kisco Ave
Mount Kisco, NY 10549-1008 
Industry New Car Dealers
Administrator Dale A. Leake
Net Plan Assets $5,080,000
Total Participants 260
Avg Account Balance $20,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Balanced 27%
2. John Hancock Funds II International Value 10%
3. John Hancock Funds II Lifestyle Aggressive 7%

  Plan Service Providers

Auditor Freed, Maxick & Battaglia CPAs
Insurance Carrier John Hancock
Insurance Advisor/Broker Bank of America Merrill Lynch

 Comments