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Company:
Fitz, Vogt & Associates, Ltd.
Plan:
Fitz, Vogt & Associates, Ltd. 401k Plan
 

Fitz, Vogt & Associates, Ltd.

42 Plan: Fitz, Vogt & Associates, Ltd. 401k Plan

 
 
42
9
46
74
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (42) and the top rated plan (74) could equate to:
[How is this calculated?]
13 additional years of work
Up to $256,200 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

Fitz, Vogt & Associates, Ltd. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 42. This plan is in the top 35% of plans for Investment Menu Quality. Fitz, Vogt & Associates, Ltd. 401k Plan currently has over 300 active participants and over $1.9M in plan assets.

 

 Retirement Plan Details

Address 28 Main St
Walpole, NH 03608-4504 
Industry Accommodation and Food Services
Administrator Patrick J. Putnam Trustee
Net Plan Assets $1,890,000
Total Participants 350
Avg Account Balance $5,500

 Top 3 Funds in this 401k

1. Transamerica Premier WMC Diversified Growth Fund 12%
2. Transamerica Stable Value Fund 11%
3. Templeton Foreign 9%

  Plan Service Providers

Auditor Thomas S. Bates, CPA, P.C.
Administration Transamerica
Insurance Carrier Transamerica
Insurance Advisor/Broker Dean M. Firmani

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