Home  >   401k Directory   >   First Cardinal LLC
 
Company:
First Cardinal LLC
Plan:
First Cardinal LLC, & Affiliates 401k Retirement Plan
 

First Cardinal LLC

64 Plan: First Cardinal LLC, & Affiliates 401k Retirement Plan

 
 
64
37
71
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (64) and the top rated plan (90) could equate to:
[How is this calculated?]
14 additional years of work
Up to $194,700 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

First Cardinal LLC, & Affiliates 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 15% of plans for Investment Menu Quality. First Cardinal LLC, & Affiliates 401k Retirement Plan currently has over 200 active participants and over $7.5M in plan assets.

 

 Retirement Plan Details

Address 10 British American Boulevard
Latham, NY 12110 
Industry Finance and Insurance
Administrator Richard S. Flaherty
Net Plan Assets $7,530,000
Total Participants 230
Avg Account Balance $34,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 13%
2. John Hancock Funds II Lifestyle Balanced 9%
3. John Hancock Money Market 6%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker American Portfolios Financial Services, Inc.
Recordkeeper John Hancock
Auditor Teal, Becker & Chiaramonte, CPAs, P.C.

 Comments