American Baptist Homes of the West

59
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
59
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (19)
Average in Peer Group (46)
Highest in Peer Group (68)

Plan Description

American Baptist Homes of the West 401k Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 59, placing it in the top 15% of all plans in its peer group. American Baptist Homes of the West 401k Plan currently has over 1,900 active participants and over $37.0M in plan assets.

Did you know?

For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (59) and the top rated plan (68) could equate to:
4
Additional years of work
41,050
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 6120 Stoneridge Mall Rd Ste 300
  • Location
    Pleasanton , CA
  • 94588
  • Industry
    Health Care and Social Assistance
  • Administrator
    Charlotte Anderson
  • Net Plan Assets
    $37,000,000
  • Total Participants
    1,900
  • Avg Account Balance
    $33,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan SmartRetirement 35%
53%
Transamerica Partners Institutional Core Bond 8%
43%
American Century Growth 8%
21%
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
Transamerica
Insurance Advisor/Broker
B.C. Ziegler and Company
Recordkeeper
Transamerica
Consultant
B.C. Ziegler and Company
Auditor
RINA