Shalom International Corporation

63
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
63
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (9)
Average in Peer Group (67)
Highest in Peer Group (85)

Plan Description

Shalom International 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 15% of plans for Salary Deferral. Shalom International 401k Plan currently has over 100 active participants and over $6.0M in plan assets.

Did you know?

For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (63) and the top rated plan (85) could equate to:
11
Additional years of work
150,043
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 8 Nicholas Court Suite 1
  • Location
    Dayton , NJ
  • 08810
  • Industry
    Other Miscellaneous Durable Goods Merchant Wholesalers
  • Administrator
    Angelo Fusaro
  • Net Plan Assets
    $6,020,000
  • Total Participants
    130
  • Avg Account Balance
    $86,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

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

Design

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

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

18

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Invesco Stable Asset 17%
N/A
State Street S&P 500 Index 14%
N/A
American Century Income & Growth 11%
2%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Corporate Trustee
Pensionmark Financial Group, LLC
Recordkeeper
Pensionmark Financial Group, LLC
Recordkeeper
ADP
Auditor
Douglas J. Freeman

Articles and Questions

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