Serving Children and Adults in Need, Inc.

52

Overview

Plan Rating

BrightScope Rating
52
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (42)
Average in Peer Group (65)
Highest in Peer Group (82)

Plan Description

Serving Children and Adults in Need, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. This plan is in the top 15% of plans for Participation Rate. Serving Children and Adults in Need, Inc. 401k Plan currently has over 200 active participants and over $3.1M in plan assets.

Did you know?

For the average 401k participant, the 30 point difference between this plan's BrightScope Rating (52) and the top rated plan (82) could equate to:
14
Additional years of work
170,016
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 1605 Saldana Avenue
  • Location
    Laredo , TX
  • 78041
  • Industry
    All Other Professional, Scientific, and Technical Services
  • Administrator
    Isela Dabdoub
  • Net Plan Assets
    $3,140,000
  • Total Participants
    220
  • Avg Account Balance
    $14,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Metronome LLC 74.4
One Acre Fund 70.3
Del Oro Consulting 69.3
Kaztronix, LLC 62.5
Print NW, L.L.C. 58.4
Carlisle Capital 52.7

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

16

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Growth Index 21%
29%
Vanguard Value Index 19%
68%
Vanguard Total Bond Market Index 16%
99%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Hartford
Insurance Advisor/Broker
Efg Insurance Agency Inc.
Recordkeeper
MassMutual
Recordkeeper
July Business Services, Inc.
Auditor
Peggy S. Edge ,CPA, LLC

Articles and Questions

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