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Board of Trustees of the Operating Engineers Local No. 428 Annuity Trust Fund
Plan:
Operating Engineers Local No. 428 Annuity Trust Fund
 

Board of Trustees of the Operating Engineers Local No. 428 Annuity Trust Fund

46 Plan: Operating Engineers Local No. 428 Annuity Trust Fund

 
 
46
41
73
87
0
10
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100
For the average 401k participant, the 41 point difference between this plan's BrightScope Rating (46) and the top rated plan (87) could equate to:
[How is this calculated?]
20 additional years of work
Up to $325,500 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

Operating Engineers Local No. 428 Annuity Trust Fund is a defined contribution plan. This plan has a BrightScope Rating of 46. This plan is in the top 15% of plans for Participation Rate and Total Plan Cost. Operating Engineers Local No. 428 Annuity Trust Fund currently has over 7,200 active participants and over $178.1M in plan assets.

 

 Retirement Plan Details

Address 1430 East Missouri Ave, Suite B-155
Phoenix, AZ 85014 
Industry Finance and Insurance
Administrator Raul Garcia Jr
Sponsor David Martin
Net Plan Assets $178,000,000
Total Participants 7,300
Avg Account Balance $24,000

 Top 3 Funds in this 401k

1. CF Western Asset US Core Plus LLC 35%
2. Total Common Stocks 31%
3. PIMCO Total Return II 27%

  Plan Service Providers

Investment Adviser Legg Mason Partners
Administration A.B.P.A., Inc.
Recordkeeper A.B.P.A., Inc.
Legal Counsel Jennings, Strouss & Salmon, Plc
Legal Counsel Ward, Keenan & Barrett, P.C.
Auditor Zobel & Hall, Pc

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