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Company:
Advisors Asset Management, Inc.
Plan:
Advisors Asset Management, Inc. 401k Plan
 

Advisors Asset Management, Inc.

73 Plan: Advisors Asset Management, Inc. 401k Plan

 
 
73
32
77
88
0
10
20
30
40
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60
70
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100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (73) and the top rated plan (88) could equate to:
[How is this calculated?]
10 additional years of work
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

Advisors Asset Management, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Salary Deferral. Advisors Asset Management, Inc. 401k Plan currently has over 300 active participants and over $7.3M in plan assets.

 

 Retirement Plan Details

Address 18925 Base Camp Rd
Suite 203
Monument, CO 80132 
Industry Securities Brokerage
Administrator Paula Pollner
Net Plan Assets $7,310,000
Total Participants 330
Avg Account Balance $23,000

 Top 3 Funds in this 401k

1. Fidelity Freedom 2020 10%
2. Fidelity Freedom 2030 9%
3. Fidelity Freedom 2040 8%

  Plan Service Provider

Auditor Cf & Co., L.L.P.

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