SFE Intermediate Holdco, LLC

12
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
12
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (12)
Average in Peer Group (49)
Highest in Peer Group (76)

Plan Description

Southwest Foodservice Excellence 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 12. Southwest Foodservice Excellence 401k Plan currently has over 5,100 active participants and over $2.4M in plan assets.

Did you know?

For the average 401k participant, the 64 point difference between this plan's BrightScope Rating (12) and the top rated plan (76) could equate to:
29
Additional years of work
504,311
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 9366 E Raintree Dr Suite 101
  • Location
    Scottsdale , AZ
  • 85260
  • Industry
    Accommodation and Food Services
  • Administrator
    Sarah Schildts
  • Net Plan Assets
    $2,440,000
  • Total Participants
    5,200
  • Avg Account Balance
    $660

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Poor

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Poor
Account Balance:
Poor

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

21

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Growth Index 16%
29%
Vanguard Value ETF 16%
67%
Schwab Short-Term US Treasury ETF 15%
29%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Capital One
Recordkeeper
Ascensus, LLC
Auditor
Henry & Horne

Articles and Questions

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