A.B. Closing Corp Dba Kavaliro
Form 5500 DataOverview
Plan Description
Kavaliro Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 41. This plan is in the top 15% of plans for Salary Deferral. Kavaliro Retirement Plan currently has over 300 active participants and over $991.9K in plan assets.
Did you know?
For the average 401k participant, the 44 point difference between this plan's BrightScope Rating (41) and the top rated plan (85) could equate to:
19
Additional years of work
322,481
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 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 12001 Research Pkwy Suite 344
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 12001 Research Pkwy Suite 344
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LocationOrlando , FL32826
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IndustryOffice Administrative Services
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AdministratorPhil Tisue
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Net Plan Assets$990,000
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Total Participants310
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Avg Account Balance$15,000
Plan Components
Component Ratings
Design
Total Plan Cost:
Highest
Company Generosity:
Poor
Performance
Participation Rate:
Poor
Salary Deferrals:
Great
Account Balance:
Poor
Design
Total Plan Cost:
High Fees
Company Generosity:
Average
Performance
Participation Rate:
Below Avg.
Salary Deferrals:
Great
Account Balance:
Above Average
Peer Group Plans
Company | Rating |
---|---|
Rubicon Global Holdings, Llc | 59.7 |
Leancor Llc | 56.6 |
Integrated Life Choices | 49.6 |
Ruchman & Associates | 48.9 |
Premier Resources, LLC | 47.3 |
Administrative Resource Options | 42.3 |
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Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
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Columbia Contrarian Core | 31% |
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Goldman Sachs Bond | 13% |
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Vanguard Total Stock Market Index | 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
Plan Service Providers
SERVICE | PROVIDER |
---|---|
Insurance Carrier
|
Transamerica
|
Insurance Carrier
|
Minnesota Life
|
Insurance Advisor/Broker
|
Jw Cole Financial, Inc
|
Insurance Advisor/Broker
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J.W. Cole Financial, Inc.
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Administration
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Transamerica
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Recordkeeper
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Transamerica
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Recordkeeper
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Svs Associates, Inc.
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Auditor
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Coulter & Justus, P.C.
|
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