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Company:
Aldea, Inc.
Plan:
The Employee Benefits Plan of Aldea, Inc.
 

Aldea, Inc.

42 Plan: The Employee Benefits Plan of Aldea, Inc.

 
 
42
24
58
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 42 point difference between this plan's BrightScope Rating (42) and the top rated plan (84) could equate to:
[How is this calculated?]
19 additional years of work
Up to $277,200 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

The Employee Benefits Plan of Aldea, Inc. is a defined contribution plan. This plan has a BrightScope Rating of 42. This plan is in the top 15% of plans for Participation Rate. The Employee Benefits Plan of Aldea, Inc. currently has over 100 active participants and over $1.5M in plan assets.

 

 Retirement Plan Details

Address 3299 Claremont Way
Napa, CA 94558-3382 
Industry Offices of Mental Health Practitioners (except Physicians)
Administrator Linda Shurt
Sponsor Mark Bontrager
Net Plan Assets $1,460,000
Total Participants 130
Avg Account Balance $11,000

 Top 3 Funds in this 401k

1. Mutual of America Interest Accumulation Account 39%
2. Mutual of America Composite 11%
3. Mutual of America Equity Index 9%

  Plan Service Providers

Insurance Carrier 1 Ti 1 I
Auditor Ganze & Company
Insurance Carrier Mutual of America
Insurance Advisor/Broker Vincent Draddy
Insurance Advisor/Broker Abbas Moloo
Insurance Advisor/Broker Lee M. Robinson
Insurance Advisor/Broker Shawn Floyd
Insurance Advisor/Broker Norell Winburn
Insurance Advisor/Broker Scott Matsumoto

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