Overview
Plan Description
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Plan Details
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 3090 Pullman Street
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LocationCosta Mesa , CA92626
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IndustryConstruction
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AdministratorJessica Pozega
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Net Plan Assets$14,200,000
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Total Participants200
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Avg Account Balance$89,000
Plan Components
Component Ratings
Design
Performance
Design
Performance
Peer Group Plans
Company | Rating |
---|---|
K & D Wright & Co. Construct. | 81.3 |
Tilson Built Company | 74.9 |
Charles Perry Partners | 73.4 |
Bush Construction | 70.4 |
John Mourier Construction | 69.6 |
Cramer and Associates | 68.6 |
Top Industry Articles
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
A newly filed settlement agreement stipulates that Norton Healthcare and Lockton will each pay half of a total settlement of $5.75 million, which will be used to compensate plan participants who invested in overly expensive share classes.
As an example, if a plan sponsor has not yet started tracking part-time employees to see whether they accumulate 500 hours of service in 2021, they should begin doing so immediately.
Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
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Fidelity Freedom Funds | 27% |
1%
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Harbor Capital Appreciation | 15% |
8%
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Fidelity 500 Index | 6% |
12%
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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
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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