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Company:
Givens Estates, Inc.
Plan:
Givens Estates 403(B) Matching Retirement Plan
 

Givens Estates, Inc.

55 Plan: Givens Estates 403(B) Matching Retirement Plan

 
 
55
33
52
75
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (55) and the top rated plan (75) could equate to:
[How is this calculated?]
9 additional years of work
Up to $121,000 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

Givens Estates 403(B) Matching Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 55. This plan is in the top 35% of plans for Investment Menu Quality. Givens Estates 403(B) Matching Retirement Plan currently has over 600 active participants and over $7.3M in plan assets.


 Investment Menu Statistics

No. of Investment Options
26
Plan Average: 20
Largest Funds in this 403b: based on % allocation of assets
1. Principal Self Directed Brokerage Account 19%
2. Principal Fixed Income Guaranteeed Option 18%
3. Templeton Global Bond 7%

 Retirement Plan Details

Address 2360 Sweeten Creek Road
Asheville, NC 28803 
Industry Health Care and Social Assistance
Administrator Allen Squires
Net Plan Assets $7,290,000
Total Participants 630
Avg Account Balance $15,000

 
Plan Service Providers

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Insurance Advisor/Broker Morgan Stanley
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Administration Principal Financial Group
Recordkeeper Principal Financial Group
Auditor Dixon Hughes Goodman, LLC