Saint Leo University
56
Plan:
39
69
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 28 point difference between this plan's BrightScope Rating (56) and the top rated plan (84) could equate to:
[How is this calculated?]
[How is this calculated?]
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
Saint Leo University Ra Plan is a defined contribution plan. This plan has a BrightScope Rating of 56. This plan is in the top 15% of plans for Investment Menu Quality. Saint Leo University Ra Plan currently has over 2,200 active participants and over $40.5M in plan assets.
Retirement Plan Details
| Address |
33701 State Road 52
Saint Leo, FL 33574-6665 |
| Industry | Educational Services |
| Administrator | Frank Mezzanini |
| Net Plan Assets | $40,500,000 |
| Total Participants | 2,200 |
| Avg Account Balance | $18,000 |
Compare Other Companies in Peer Group
| Blackboard | 74.1 |
| Strayer University | 69.6 |
| The George Washington University... | 69.0 |
| Milton Hershey School | 67.3 |
| American Public University System | 59.9 |
| The New School | 59.4 |
Top 3 Funds in this 403b
| 1. | TIAA-CREF Traditional Annuity | 24% |
| 2. | VALIC Fixed Account Plus | 15% |
| 3. | TIAA-CREF Stock | 14% |
Plan Service Providers
| Insurance Carrier | Tiaa-Cref |
| Insurance Carrier | Valic |
| Insurance Advisor/Broker | Lewis D. Stamey |
| Insurance Advisor/Broker | Chris Brown |
| Insurance Advisor/Broker | Augustus D. Anninos |
| Insurance Advisor/Broker | Todd Gutman |
| Insurance Advisor/Broker | Sonja M. Gonzalez |
| Insurance Advisor/Broker | Matthew E. Walden |
| Insurance Advisor/Broker | Lawrence D. Perez |
| Insurance Advisor/Broker | Hugh Mc Kelligott |
| Insurance Advisor/Broker | James E. Cromer |
| Insurance Advisor/Broker | Susan L. Allen |
| Insurance Advisor/Broker | Arthur J. Nangle |
| Insurance Advisor/Broker | Adam J. Locascio |
| Insurance Advisor/Broker | James M. Lane |
| Insurance Advisor/Broker | Sarah M. Johnson |
| Insurance Advisor/Broker | Vytas Kasniunas |
| Insurance Advisor/Broker | Thomas Overcash |
| Insurance Advisor/Broker | Jerry R. Bulaclac |
| Insurance Advisor/Broker | Marvin F. Ball |
| Insurance Advisor/Broker | Daniel Alexander |
| Insurance Advisor/Broker | Ricky L. Briggs |
| Insurance Advisor/Broker | Leotha Thurman |
| Insurance Advisor/Broker | Jay R. Nix |
| Insurance Advisor/Broker | Ralph R. Robbins |
| Insurance Advisor/Broker | Thomas Robertson |
| Insurance Advisor/Broker | Christina A. Charbonneau |
| Insurance Advisor/Broker | Gary Parker |
| Insurance Advisor/Broker | Andrew L. Jerdal |
| Insurance Advisor/Broker | Jeffry L. Miller |
| Insurance Advisor/Broker | Myles P. O'Reilly |
| Insurance Advisor/Broker | Carlos A. Hernandez |
| Investment Adviser | Valic |
| Legal Counsel | Valic |
| Auditor | Ernst & Young |



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