Barcelon Associates Management Corporation

56

Overview

Plan Rating

BrightScope Rating
56
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (22)
Average in Peer Group (60)
Highest in Peer Group (87)

Plan Description

Barcelon Associates Management Corporation 401k Retirement Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 56. This plan is in the top 35% of plans for Account Balances, Salary Deferral, and Total Plan Cost. Barcelon Associates Management Corporation 401k Retirement Plan currently has fewer than 100 active participants and over $2.4M in plan assets.

Did you know?

For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (56) and the top rated plan (87) could equate to:
15
Additional years of work
178,720
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 590 Lennon Lane Ste 110
  • Location
    Walnut Creek , CA
  • 94598
  • Industry
    Real Estate and Rental and Leasing
  • Administrator
    Mark Barcelon
  • Net Plan Assets
    $2,400,000
  • Total Participants
    97
  • Avg Account Balance
    $75,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

Participation Rate:
Poor
Salary Deferrals:
Above Average
Account Balance:
Above Average

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Below Avg.

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 32%
44%
Fidelity Contrafund 10%
77%
Fidelity 500 Index 10%
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
Recordkeeper
Fidelity
Auditor
Regalia & Associates, CPAS

Articles and Questions

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