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Company:
Allied Group Holdings, LLC
Plan:
Allied Group Holdings, LLC 401k Plan
 

Allied Group Holdings, LLC

71 Plan: Allied Group Holdings, LLC 401k Plan

 
 
71
37
71
85
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For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (71) and the top rated plan (85) could equate to:
[How is this calculated?]
8 additional years of work
Up to $66,900 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

Allied Group Holdings, LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Investment Menu Quality and Salary Deferral. Allied Group Holdings, LLC 401k Plan currently has over 500 active participants and over $19.5M in plan assets.

 

 Retirement Plan Details

Address 390 North Broadway
Jericho, NY 11753 
Industry Insurance Agencies and Brokerages
Administrator Henry Lombardi
Net Plan Assets $19,500,000
Total Participants 530
Avg Account Balance $37,000

 Top 3 Funds in this 401k

1. Bank of America Retirement Preservation Trust 30%
2. BlackRock Global Allocation 22%
3. PIMCO Total Return 10%

  Plan Service Providers

Recordkeeper Bank of America Merrill Lynch
Auditor Grassi & Co

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