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Company:
Swartley Bros. Engineers, Inc.
Plan:
Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan
 

Swartley Bros. Engineers, Inc.

60 Plan: Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan

 
 
60
17
61
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (60) and the top rated plan (86) could equate to:
[How is this calculated?]
13 additional years of work
Up to $145,200 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

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. This plan is in the top 35% of plans for Account Balances and Participation Rate. Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan currently has over 100 active participants and over $6.9M in plan assets.

 

 Retirement Plan Details

Address P.O. Box 310
Lansdale, PA 19446 
Industry Electrical Contractors and Other Wiring Installation Contractors
Administrator Greg Weikel
Net Plan Assets $6,870,000
Total Participants 120
Avg Account Balance $56,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 26%
2. John Hancock Funds II Lifestyle Balanced 19%
3. John Hancock Funds II Lifestyle Aggressive 9%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Emerging Growth Equities, Ltd.
Insurance Advisor/Broker Comprehensive Brokerage Services, Inc.
Auditor Seitz, Leatherman & Kolb, LLC

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