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Company:
Associated Insurance Management LLC
Plan:
Associated Insurance Management, LLC 401k Plan
 

Associated Insurance Management LLC

81 Plan: Associated Insurance Management, LLC 401k Plan

 
 
81
37
73
87
0
10
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For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (81) and the top rated plan (87) could equate to:
[How is this calculated?]
4 additional years of work
Up to $36,700 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

Associated Insurance Management, LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Investment Menu Quality, Participation Rate, and Salary Deferral. Associated Insurance Management, LLC 401k Plan currently has over 100 active participants and over $25.0M in plan assets.

 

 Retirement Plan Details

Address P O Box 4070
Burlington, MA 01803-0970 
Industry Finance and Insurance
Administrator Teri Bowman
Sponsor John Myers
Net Plan Assets $25,000,000
Total Participants 180
Avg Account Balance $140,000

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 19%
2. T. Rowe Price Mid-Cap Growth 14%
3. Wells Fargo Stable Return Trust 13%

  Plan Service Providers

Corporate Trustee Wells Fargo (Wachovia)
Recordkeeper Wells Fargo (Wachovia)
Investment Adviser Morgan Stanley Smith Barney
Consultant The Angell Pension Group, Inc.
Auditor Ernst & Young

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