Home  >   401k Directory   >   Somerset CPAs, P.C.
 
Company:
Somerset CPAs, P.C.
Plan:
Somerset CPAs, P.C. Profit Sharing and 401k Savings Plan
 

Somerset CPAs, P.C.

79 Plan: Somerset CPAs, P.C. Profit Sharing and 401k Savings Plan

 
 
79
33
70
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (79) and the top rated plan (85) could equate to:
[How is this calculated?]
4 additional years of work
Up to $48,800 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

Somerset CPAs, P.C. Profit Sharing and 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79, 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 and Participation Rate. Somerset CPAs, P.C. Profit Sharing and 401k Savings Plan currently has over 100 active participants and over $10.4M in plan assets.

 

 Retirement Plan Details

Address 3925 River Crossing Pkwy Ste 300
Indianapolis, IN 46240-2280 
Industry Offices of Certified Public Accountants
Administrator Deberah A. Williams
Sponsor Steven T. Dunn
Net Plan Assets $10,400,000
Total Participants 150
Avg Account Balance $73,000

 Top 3 Funds in this 401k

1. AdvisorOne Amerigo 37%
2. Self-Directed Brokerage Accounts 8%
3. Russell LifePoints Growth Strategy 7%

  Plan Service Providers

Auditor Wilson Downing Group, LLC
Administration Ktrade

 Comments