10 additional years of work Up to $136,200 in lost retirement savings.Excellus 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 35% of plans for Investment Menu Quality, Salary Deferral, and Total Plan Cost. Excellus 401k Plan currently has over 6,200 active participants and over $196.9M in plan assets.
| Address | None |
| Industry | Finance and Insurance |
| Administrator | Kenneth Diller |
| Sponsor | James Haefner |
| Net Plan Assets | $197,000,000 |
| Total Participants | 6,300 |
| Avg Account Balance | $24,000 |
| California Physicians' Service... | 73.3 |
| Cincinnati Financial | 72.3 |
| Aflac | 67.0 |
| Blue Cross Blue Shield of Tennessee | 66.7 |
| Harvard Pilgrim Health Care | 64.4 |
| The Western & Southern Life... | 57.5 |
| 1. | Fidelity US Equity Index 2 | 12% |
| 2. | Fidelity Contrafund | 11% |
| 3. | Fidelity Retirement Money Market | 7% |
| Insurance Carrier | Transamerica |
| Recordkeeper | Fidelity |
| Recordkeeper | Diversified Investment Advisors |
| Auditor | Insero & Company CPA's, Pc |
| Recordkeeper | ABN AMRO Trust Services Company |
BrightScope Rating
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