Overview
Plan Description
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Plan Details
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 535 Anton Blvd. Suite 250
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LocationCosta Mesa , CA92626
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IndustryOther Computer Related Services
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AdministratorSusan Ortolano
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Net Plan Assets$24,700,000
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Total Participants260
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Avg Account Balance$98,000
Plan Components
Component Ratings
Design
Performance
Design
Performance
Peer Group Plans
Company | Rating |
---|---|
Schellman & Company, L.L.C. | 87.4 |
Sparta Systems | 83.8 |
Confluence Technologies | 82.1 |
Technica | 79.3 |
Shoptech Industrial Software | 77.2 |
Quality Consulting | 76.5 |
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.
In his prepared remarks, Gary Gensler calls the U.S. securities markets the ‘finest in the world,’ while emphasizing the need for ‘clear rules of the road and a cop on the beat to enforce them.’
Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
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Fidelity Advisor Freedom | 35% |
4%
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Fidelity Advisor New Insights | 11% |
89%
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Fidelity 500 Index | 8% |
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
Providers
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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