Accounting Fulfillment Services Inc

68
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
68
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (15)
Average in Peer Group (72)
Highest in Peer Group (92)

Plan Description

Afs Inc. 401K Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 35% of plans for Salary Deferral and Total Plan Cost. Afs Inc. 401K Profit Sharing Plan currently has fewer than 100 active participants and over $1.0M in plan assets.

Did you know?

For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (68) and the top rated plan (92) could equate to:
17
Additional years of work
90,923
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 366 Madison Avenue Floor 10
  • Location
    New York , NY
  • 10017
  • Industry
    Tax Preparation Services
  • Administrator
    Lindsay Kush
  • Net Plan Assets
    $1,050,000
  • Total Participants
    62
  • Avg Account Balance
    $23,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Below Avg.

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Great
Account Balance:
Average
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Investments

Investment Menu Stats

# of Investment Options

18

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds Capital Income Builder 29%
84%
American Funds Washington Mutual 11%
68%
American Funds (Capital Group) Target Date Retirement 11%
21%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
American Funds (Capital Group)
Auditor
Gilbert & Calabrese, LLC

Articles and Questions

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