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Company:
The Annie E. Casey Foundation, Inc.
Plan:
The Annie E. Casey Foundation Retirement Plan
 

The Annie E. Casey Foundation, Inc.

74 Plan:

 
 
74
3
62
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (74) and the top rated plan (88) could equate to:
[How is this calculated?]
9 additional years of work
Up to $110,000 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

The Annie E. Casey Foundation Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 74. This plan is in the top 15% of plans for Company Generosity, Investment Menu Quality, and Total Plan Cost. The Annie E. Casey Foundation Retirement Plan currently has over 600 active participants and over $48.6M in plan assets.

 

 Retirement Plan Details

Address 701 St. Paul Street
Baltimore, MD 21202 
Industry Other Services (except Public Administration)
Administrator Kenneth M. Jones, II
Net Plan Assets $48,600,000
Total Participants 670
Avg Account Balance $73,000

 Top 3 Funds in this 401k

1. T. Rowe Price Summit Cash Reserves 12%
2. T. Rowe Price Growth Stock 12%
3. T. Rowe Price Balanced 7%

  Plan Service Providers

Insurance Carrier Valic
Corporate Trustee T. Rowe Price
Recordkeeper T. Rowe Price
Auditor Sturgill, LLC

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