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Company:
Appraisal Institute
Plan:
Appraisal Institute Money Purchase Pension Plan
 

Appraisal Institute

71 Plan: Appraisal Institute Money Purchase Pension Plan

 
 
71
30
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92
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For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (71) and the top rated plan (92) could equate to:
[How is this calculated?]
14 additional years of work
Up to $135,900 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

Appraisal Institute Money Purchase Pension Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 35% of plans for Account Balances, Company Generosity, and Participation Rate. Appraisal Institute Money Purchase Pension Plan currently has over 100 active participants and over $7.1M in plan assets.

 

 Retirement Plan Details

Address 550 W Van Buren St
Chicago, IL 60607-3827 
Industry Other Services (except Public Administration)
Administrator Adam Doyle
Net Plan Assets $7,140,000
Total Participants 110
Avg Account Balance $67,000

 Top 3 Funds in this 401k

1. Principal Fixed Income Guaranteeed Option 29%
2. T. Rowe Price Equity Income 10%
3. PIMCO Real Return 8%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker NRP Financial
Insurance Advisor/Broker LPL Financial Corp.
Administration Principal Financial Group
Auditor Blackman Kallick Bartelstein, LLP

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