Overview

Plan Rating

BrightScope Rating
48
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (8)
Average in Peer Group (46)
Highest in Peer Group (79)

Plan Description

A Change in Trajectory Inc 401k Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 48. A Change in Trajectory Inc 401k Profit Sharing Plan and Trust currently has over 500 active participants and over $98.6K in plan assets.

Did you know?

For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (48) and the top rated plan (79) could equate to:
13
Additional years of work
193,428
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7226 Sepulveda Blvd
  • Location
    Van Nuys , CA
  • 91405
  • Industry
    Vocational Rehabilitation Services
  • Administrator
    Edward Rojas
  • Net Plan Assets
    $99,000
  • Total Participants
    530
  • Avg Account Balance
    $2,700

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

Participation Rate:
Poor
Salary Deferrals:
Average
Account Balance:
Poor

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Above Average
Account Balance:
Poor

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

28

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Invesco Equally-Weighted S&P 500 21%
85%
TIAA-CREF Equity Index 13%
34%
Goldman Sachs Large Cap Growth Insights 7%
45%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Farber Hass Hurley, LLP

Articles and Questions

Boeing Plan Report (Updated)

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

Why Do Investment Expenses Matter?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question