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Company:
Schwartz Brothers Restaurants
Plan:
Schwartz Brothers Restaurants 401k Pre-Tax Savings Plan & Trust
 

Schwartz Brothers Restaurants

50 Plan: Schwartz Brothers Restaurants 401k Pre-Tax Savings Plan & Trust

 
 
50
21
46
62
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (50) and the top rated plan (62) could equate to:
[How is this calculated?]
5 additional years of work
Up to $88,600 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

Schwartz Brothers Restaurants 401k Pre-Tax Savings Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. Schwartz Brothers Restaurants 401k Pre-Tax Savings Plan & Trust currently has over 700 active participants and over $5.9M in plan assets.

 

 Retirement Plan Details

Address 325 118th Ave Se Ste 106
Bellevue, WA 98005-3539 
Industry Full-Service Restaurants
Administrator Lindsey L. Schwartz
Net Plan Assets $5,900,000
Total Participants 740
Avg Account Balance $8,000

 Compare Other Companies in Peer Group

Bravo Development 56.7
Phillips Foods 53.6
El Pollo Loco 53.5
Larosa's 50.6
Taco Aloha 43.7
Ram International 42.4

 Top 3 Funds in this 401k

1. Oppenheimer Capital Appreciation 13%
2. American Funds Growth Fund of America 11%
3. SSgA S&P 500 Index 11%

  Plan Service Providers

Auditor Moss Adams
Recordkeeper Trautmann, Maher & Associates
Investment Adviser Lucid Advisors, Inc

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