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Company:
Worth & Company, Inc.
Plan:
Worth & Company, Inc. Employees' Profit Sharing Plan & Trust
 

Worth & Company, Inc.

60 Plan:

 
 
60
11
66
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (60) and the top rated plan (85) could equate to:
[How is this calculated?]
12 additional years of work
Up to $211,900 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

Worth & Company, Inc. Employees' Profit Sharing Plan & Trust 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 15% of plans for Investment Menu Quality. Worth & Company, Inc. Employees' Profit Sharing Plan & Trust currently has over 200 active participants and over $7.5M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
26
Plan Average: 24
Top 3 Funds in this 401k
1. Great-West Life Guaranteed Portfolio Fund 18%
2. BlackRock Capital Appreciation 13%
3. American Century Equity Income 12%

 Retirement Plan Details

Address 6263 Kellers Church Road
Pipersville, PA 18947 
Industry Construction
Administrator James Gillen
Net Plan Assets $7,520,000
Total Participants 230
Avg Account Balance $34,000

  Plan Service Providers

Insurance Carrier Great-West Life
Insurance Advisor/Broker Joseph Elliott
Insurance Advisor/Broker Michael McDermott
Administration Carroll Consultants, Ltd.
Auditor Kreischer Miller & Co.

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