Kliger-Weiss Infosystems, Inc.

65
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
65
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (56)
Average in Peer Group (74)
Highest in Peer Group (86)

Plan Description

Kliger-Weiss Infosystems, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 65. This plan is in the top 15% of plans for Salary Deferral. Kliger-Weiss Infosystems, Inc. 401k Plan currently has over 100 active participants and over $4.4M in plan assets.

Did you know?

For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (65) and the top rated plan (86) could equate to:
12
Additional years of work
30,703
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 2200 Northern Blvd, Suite 102
  • Location
    Greenvale , NY
  • 11548
  • Industry
    Computer Facilities Management Services
  • Administrator
    David Stiffman
  • Net Plan Assets
    $4,380,000
  • Total Participants
    140
  • Avg Account Balance
    $47,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Great
Account Balance:
Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Great
Account Balance:
Above Average

Peer Group Plans

Company Rating
Aria Systems 80.3
Phase2 Technology LLC 78.6
Recondo Technology 74.6
Valtech Technologies 67.9
Foxguard Solutions 63.3
Symphony 59.3
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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
American Funds Short-Term Bond Fund of America 14%
7%
American Funds Growth Fund of America 14%
N/A
American Funds Bond Fund of America 11%
N/A
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
Digital Retirement Solutions, Inc.
Auditor
S.A. Koenig & Associates CPA's P.C.

Articles and Questions

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