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Company:
Colegio Marista
Plan:
Colegio Marista Money Purchase Thrift Plan
 

Colegio Marista

42 Plan: Colegio Marista Money Purchase Thrift Plan

 
 
42
34
63
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 46 point difference between this plan's BrightScope Rating (42) and the top rated plan (88) could equate to:
[How is this calculated?]
22 additional years of work
Up to $359,700 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

Colegio Marista Money Purchase Thrift Plan is a defined contribution plan. This plan has a BrightScope Rating of 42. This plan is in the top 35% of plans for Participation Rate. Colegio Marista Money Purchase Thrift Plan currently has over 100 active participants and over $3.5M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
22
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. Transamerica Stable Value Fund 65%
2. Vanguard Total Stock Market Index 4%
3. Transamerica Asset Allocation Moderate Growth 3%

 Retirement Plan Details

Address Alturas De Torrimar
Guaynabo, PR 00969 
Industry Educational Services
Administrator Gregorio Linacero
Net Plan Assets $3,460,000
Total Participants 150
Avg Account Balance $25,000

  Plan Service Providers

Insurance Carrier Transamerica
Insurance Advisor/Broker Oriental Insurance Inc
Auditor Victoria E. Canellas CPA

 Comments