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Company:
Carey Asset Management Corp.
Plan:
Carey Profit Sharing and 401k Plan
 

Carey Asset Management Corp.

84 Plan:

 
 
84
9
64
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (84) and the top rated plan (89) could equate to:
[How is this calculated?]
3 additional years of work
Up to $61,700 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

Carey Profit Sharing and 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 84, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances and Company Generosity. Carey Profit Sharing and 401k Plan currently has over 200 active participants and over $35.8M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
36
Plan Average: 24
Top 3 Funds in this 401k
1. Fidelity Contrafund 9%
2. Franklin Balance Sheet Investment 7%
3. T. Rowe Price Value 7%

 Retirement Plan Details

Address 50 Rockefeller Plaza, 2nd Floor
New York, NY 10020 
Industry Other Activities Related to Real Estate
Administrator Stacey Lamendola
Net Plan Assets $35,800,000
Total Participants 260
Avg Account Balance $140,000

  Plan Service Providers

Insurance Carrier ING
Insurance Advisor/Broker Charles M. Stipelman
Insurance Advisor/Broker Northeast Professional Planning Group
Insurance Advisor/Broker Fintegra, LLC
Auditor ParenteBeard, LLC

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