Overview
Plan Description
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Plan Details
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 400 Chapman Street
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LocationGreenfield , MA01301
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IndustryWholesale Trade
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Net Plan Assets$9,540,000
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Total Participants370
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Avg Account Balance$71,000
Plan Components
Component Ratings
Design
Performance
Design
Performance
Peer Group Plans
Company | Rating |
---|---|
Refinery Specialties | 75.1 |
Thruline Marketing | 68.8 |
Texas Enterprises | 65.9 |
Lykins Companies | 64.1 |
Whitehead Oil Company | 60.4 |
ISCO Industries | 29.1 |
Top Industry Articles
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one leader at the firm says the growth is nowhere near finished.
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
Much of the text of the complaint is dedicated to detailing the reduction in the average fees paid by large U.S. retirement plans for both investments and administrative services.
Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
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BlackRock, Inc. Blackrock Lifepath Index | 64% |
N/A
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American Funds Washington Mutual | 5% |
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American Funds Growth Fund of America | 5% |
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100%
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100%
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100%
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100%
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View all funds in this plan
Providers
Plan Service Providers
SERVICE | PROVIDER |
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Insurance Carrier
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Voya Financial (ING)
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Insurance Advisor/Broker
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LPL Financial Corp. (NRP)
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Recordkeeper
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Meyers Brothers Kalicka, Pc
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Recordkeeper
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The Hilb Group of New England, LLC
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Corporate Trustee
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LPL Financial Corp. (NRP)
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Recordkeeper
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LPL Financial Corp. (NRP)
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Auditor
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Meyers Brothers Kalicka, Pc
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Articles and Questions

Boeing Fee Settlement Highlights the High Bar for Large Plans
Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves
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