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Company:
S. R. Smith, LLC
Plan:
S. R. Smith, LLC Profit Sharing and Savings Plan
 

S. R. Smith, LLC

68 Plan: S. R. Smith, LLC Profit Sharing and Savings Plan

 
 
68
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56
77
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For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (68) and the top rated plan (77) could equate to:
[How is this calculated?]
4 additional years of work
Up to $48,400 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.

 

 Comments

Retirement Plan Description

S. R. Smith, LLC Profit Sharing and Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Account Balances and Participation Rate. S. R. Smith, LLC Profit Sharing and Savings Plan currently has over 100 active participants and over $6.6M in plan assets.

 Retirement Plan Details

Address 1017 Sw Berg Pkwy
Canby, OR 97013-3900 
Industry Manufacturing
Administrator Michael Dedonn
Net Plan Assets $6,570,000
Total Participants 120
Avg Account Balance $57,000

 Compare Other Companies in Peer Group

Nordic Fiberglass 72.9
Argent International 72.8
W Interconnections 68.5
P.O.P. Displays, LLC 66.9
Piper Plastics 62.2
Williams Industries 50.3

 Top 3 Funds in this 401k

1. Principal Guaranteed Interest Account 13%
2. Principal LifeTime 2020 9%
3. Principal Large Cap S&P 500 Index 9%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
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Insurance Advisor/Broker LPL Financial Corp.
Recordkeeper Principal Financial Group

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