Overview
Plan Description
Four Winds 401k Savings and Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. This plan is in the top 35% of plans for Account Balances and Salary Deferral. Four Winds 401k Savings and Investment Plan currently has over 1,100 active participants and over $31.8M in plan assets.
Did you know?
For the average 401k participant, the 39 point difference between this plan's BrightScope Rating (53) and the top rated plan (92) could equate to:
23
Additional years of work
164,040
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 800 Cross River Road
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 800 Cross River Road
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LocationKatonah , NY10536-3549
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IndustryHealth Care and Social Assistance
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AdministratorVu Tran
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Net Plan Assets$31,800,000
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Total Participants1,100
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Avg Account Balance$65,000
Plan Components
Component Ratings
Design
Total Plan Cost:
Average Fees
Company Generosity:
Poor
Performance
Participation Rate:
Poor
Salary Deferrals:
Above Average
Account Balance:
Above Average
Design
Total Plan Cost:
High Fees
Company Generosity:
Poor
Performance
Participation Rate:
Poor
Salary Deferrals:
Average
Account Balance:
Average
Peer Group Plans
Company | Rating |
---|---|
Maple Grove Hospital | 72.3 |
Range Regional Health Services | 67.5 |
Oneida Healthcare Center | 65.3 |
Day Kimball Hospital | 60.7 |
Hartford Healthcare | 57.6 |
New York-Presbyterian/Hudson Valley Hospital | 47.8 |
Top Industry Articles
Compliance
Stimulus Bill Extends Some Provisions of the CARES Act
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
December 28, 2020
Practice Management
Practice Management: Areas of Success
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
December 28, 2020
Deals & People
HUB Names New Leader for Retirement and Private Wealth
PLANADVISER has learned that HUB International has named Joe DeNoyior as the new leader for Retirement and Private Wealth.
January 22, 2021
exclusives
Democrats Have Won the Power to Fix Union Pensions
A bipartisan compromise solution to end the multiemployer pension crisis is urgently required, sources agree, and one could finally be forthcoming in the U.S. Congress.
January 19, 2021
Compliance
Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit
The lawsuit says the trustee failed to prevent a fraudulent distribution from a participant's account and is failing to take responsibility.
January 15, 2021
Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
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Principal Financial Group LifeTime Hybrid | 77% |
N/A
|
Principal Large Cap S&P 500 Index | 3% |
N/A
|
American Funds AMCAP | 3% |
27%
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100%
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|
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100%
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|
|
100%
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|
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100%
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View all funds in this plan
Providers
Plan Service Providers
SERVICE | PROVIDER |
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Insurance Carrier
|
Principal Financial Group
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Insurance Advisor/Broker
|
Park Avenue Securities
|
Administration
|
Principal Financial Group
|
Recordkeeper
|
Principal Financial Group
|
Administration
|
Side By Side Financials, LLC
|
Investment Adviser
|
Wilshire
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Auditor
|
EisnerAmper LLP
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Articles and Questions

Boeing Fee Settlement Highlights the High Bar for Large Plans
Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves
Why Do Investment Expenses Matter?
Ryan Alfred
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