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Company:
The Sagamore Resort
Plan:
The Sagamore 401k Plan
 

The Sagamore Resort

61 Plan: The Sagamore 401k Plan

 
 
61
9
50
72
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (61) and the top rated plan (72) could equate to:
[How is this calculated?]
4 additional years of work
Up to $88,200 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

The Sagamore 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 61, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Investment Menu Quality and Participation Rate. The Sagamore 401k Plan currently has over 200 active participants and over $9.2M in plan assets.

 

 Retirement Plan Details

Address 110 Sagamore Rd
Bolton Landing, NY 12814 
Industry Hotels (except Casino Hotels) and Motels
Administrator Green Island Associates, Dba The Sa
Net Plan Assets $9,160,000
Total Participants 260
Avg Account Balance $36,000

 Top 3 Funds in this 401k

1. Fidelity Advisor Leveraged Company Stock 31%
2. MassMutual Premier Balanced 15%
3. American Funds EuroPacific Growth 11%

  Plan Service Providers

Auditor Marcum LLP
Recordkeeper MassMutual
Insurance Carrier MassMutual
Insurance Advisor/Broker Woodbury Financial Services, Inc.

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