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Company:
W.S. Lee and Sons, Inc.
Plan:
Lee Food Service Profit Sharing and 401k Plan
 

W.S. Lee and Sons, Inc.

65 Plan: Lee Food Service Profit Sharing and 401k Plan

 
 
65
3
60
83
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (65) and the top rated plan (83) could equate to:
[How is this calculated?]
9 additional years of work
Up to $98,200 in lost retirement 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.

 

Retirement Plan Description

Lee Food Service Profit Sharing and 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 Investment Menu Quality. Lee Food Service Profit Sharing and 401k Plan currently has over 200 active participants and over $3.2M in plan assets.

 

 Retirement Plan Details

Address Po Box 279
Duncansville, PA 16635-0279 
Industry Wholesale Trade
Administrator Hugh Reilly
Net Plan Assets $3,200,000
Total Participants 220
Avg Account Balance $15,000

 Top 3 Funds in this 401k

1. Cohen & Steers Global Realty 10%
2. Lincoln Financial Short Term (SA14) 8%
3. Lincoln Financial Global Small Capitalization 7%

  Plan Service Provider

Auditor Young, Oakes, & Brown

 Comments