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Company:
SDI Residual Assets, Llc
Plan:
Sorenson Development Affiliated Employees' Ret. Plan
 

SDI Residual Assets, Llc

59 Plan: Sorenson Development Affiliated Employees' Ret. Plan

 
 
59
26
54
83
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (59) and the top rated plan (83) could equate to:
[How is this calculated?]
12 additional years of work
Up to $120,700 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

Sorenson Development Affiliated Employees' Ret. Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Company Generosity and Salary Deferral. Sorenson Development Affiliated Employees' Ret. Plan currently has over 700 active participants and over $13.3M in plan assets.

 

 Retirement Plan Details

Address 2511 South West Temple
Salt Lake City, UT 84115 
Industry Office Administrative Services
Administrator Julie Bunker
Sponsor Terry Hodder
Net Plan Assets $13,300,000
Total Participants 730
Avg Account Balance $18,000

 Compare Other Companies in Peer Group

TMI Management Systems 61.3
US Cable 59.8
Bosley 58.8
PM Industries 54.1
Newport Harbor 54.0
Orion HealthCorp 53.7

 Top 3 Funds in this 401k

1. Bank of America Retirement Preservation Trust 24%
2. PIMCO Total Return 9%
3. Columbia Marsico Focused Equities 9%

  Plan Service Providers

Insurance Advisor/Broker Ray, Quinney & Nebeker
Recordkeeper Bank of America Merrill Lynch
Auditor Mayer Hoffman McCann

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