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Company:
Sherle Wagner
Plan:
SWFM
 

Sherle Wagner

49 Plan: SWFM

 
 
49
8
59
79
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 30 point difference between this plan's BrightScope Rating (49) and the top rated plan (79) could equate to:
[How is this calculated?]
13 additional years of work
Up to $197,000 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

SWFM is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 49. SWFM currently has over 100 active participants and over $246.8K in plan assets.

 

 Retirement Plan Details

Address 300 E 62nd St
New York, NY 10065-8253 
Industry Manufacturing
Administrator Evan Geoffrey
Net Plan Assets $250,000
Total Participants 130
Avg Account Balance $1,900

 Top 3 Funds in this 401k

1. AllianceBernstein Exchange Reserves 14%
2. AllianceBernstein 2015 Retirement Strategy 10%
3. AllianceBernstein Growth 9%

  Plan Service Providers

Auditor Scialo & Company CPA's Pc
Corporate Trustee MG Trust Company

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