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Company:
Suncal Management, LLC
Plan:
Suncal Management 401k Plan
 

Suncal Management, LLC

81 Plan:

 
 
81
34
60
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (81) and the top rated plan (85) could equate to:
[How is this calculated?]
3 additional years of work
Up to $22,900 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

Suncal Management 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity, Participation Rate, and Salary Deferral. Suncal Management 401k Plan currently has over 300 active participants and over $5.7M in plan assets.

 

 Retirement Plan Details

Address C/O Milberg Consulting Llc
P.O. Box 819
Blue Bell, PA 19422-0197 
Industry Other Activities Related to Real Estate
Administrator Inta Ezerins
Net Plan Assets $5,720,000
Total Participants 330
Avg Account Balance $19,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 27%
2. John Hancock Funds II Lifestyle Balanced 17%
3. John Hancock Stable Value Fund 10%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Bank of America Merrill Lynch
Auditor Reznick Group, P.C.

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