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Company:
Marshall & Sterling Enterprises, Inc.
Plan:
Marshall & Sterling Enterprises, Inc. 401k Plan
 

Marshall & Sterling Enterprises, Inc.

74 Plan:

 
 
74
9
65
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (74) and the top rated plan (87) could equate to:
[How is this calculated?]
8 additional years of work
Up to $111,300 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

Marshall & Sterling Enterprises, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74. This plan is in the top 35% of plans for Account Balances, Company Generosity, Participation Rate, and Salary Deferral. Marshall & Sterling Enterprises, Inc. 401k Plan currently has over 300 active participants and over $15.2M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
21
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. PIMCO Total Return 22%
2. Principal Fixed Income 401(a)/(k) 11%
3. American Funds Fundamental Investors 10%

 Retirement Plan Details

Address 110 Main St
Poughkeepsie, NY 12601-6707 
Industry Offices of Other Holding Companies
Administrator Timothy Rychcik
Net Plan Assets $15,200,000
Total Participants 310
Avg Account Balance $52,000

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Auditor Vanacore, Debenedictus & Digovanni

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