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Company:
W Holdings, Inc.
Plan:
Robert Wholey & Company, Inc. Profit Sharing 401k Savings Plan
 

W Holdings, Inc.

60 Plan: Robert Wholey & Company, Inc. Profit Sharing 401k Savings Plan

 
 
60
11
49
75
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (60) and the top rated plan (75) could equate to:
[How is this calculated?]
7 additional years of work
Up to $78,700 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

Robert Wholey & Company, Inc. Profit Sharing 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Salary Deferral. Robert Wholey & Company, Inc. Profit Sharing 401k Savings Plan currently has fewer than 100 active participants and over $3.5M in plan assets.

 

 Retirement Plan Details

Address 1501 Penn Ave
Pittsburgh, PA 15222-4324 
Industry Fish and Seafood Markets
Administrator James Wholey
Net Plan Assets $3,480,000
Total Participants 97
Avg Account Balance $36,000

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 20%
2. American Funds Washington Mutual 16%
3. American Funds Capital World Growth and Income 13%

  Plan Service Provider

Auditor Grossman Yanak & Ford

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