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Company:
Soka University Of America
Plan:
Soka University Defined Contribution Retirement Plan
 

Soka University Of America

65 Plan: Soka University Defined Contribution Retirement Plan

 
 
65
22
55
91
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 (65) and the top rated plan (91) could equate to:
[How is this calculated?]
15 additional years of work
Up to $167,700 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

Soka University Defined Contribution Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 65. This plan is in the top 15% of plans for Company Generosity, Participation Rate, and Total Plan Cost. Soka University Defined Contribution Retirement Plan currently has over 200 active participants and over $4.9M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
45
Plan Average: 24
Top 3 Funds in this 401k
1. TIAA-CREF S&P 500 Index 29%
2. TIAA-CREF Global Equities 13%
3. TIAA-CREF Growth Equity 13%

 
Plan Component Ratings

 Retirement Plan Details

Address 1 University Dr
Aliso Viejo, CA 92656-8081 
Industry Educational Services
Administrator Katherine M. King
Sponsor Archibald E. Asawa
Net Plan Assets $4,890,000
Total Participants 210
Avg Account Balance $24,000

  Plan Service Providers

Insurance Carrier Tiaa-Cref
Insurance Carrier Valic
Auditor Kiyohara Takahashi, CPAS
Administration Tiaa-Cref
Insurance Advisor/Broker Travis A. Bartsch
Insurance Advisor/Broker Robert W Fleishman
Insurance Advisor/Broker Art Wexler

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