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.
|1.||Principal Self Directed Brokerage Account||19%|
|2.||Principal Fixed Income Guaranteeed Option||18%|
|3.||Templeton Global Bond||7%|
2360 Sweeten Creek Road
Asheville, NC 28803
|Industry||Health Care and Social Assistance|
|Net Plan Assets||$7,290,000|
|Avg Account Balance||$15,000|
|Lakeview Neuro-Rehabilitation Center||50.7|
|Community First Solutions||50.2|
|Masonic Charity Foundation of New...||48.7|
|Epilepsy Foundation of Long Island||45.7|
|Insurance Carrier||Principal Financial Group|
|Insurance Advisor/Broker||Morgan Stanley|
|Insurance Advisor/Broker||Sbhu Life Agency Inc|
|Administration||Principal Financial Group|
|Recordkeeper||Principal Financial Group|
|Auditor||Dixon Hughes Goodman, LLC|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.