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Company:
Southwest Insurance Partners, Inc.
Plan:
Southwest Insurance Partners 401k Plan
 

Southwest Insurance Partners, Inc.

59 Plan: Southwest Insurance Partners 401k Plan

 
 
59
38
70
85
0
10
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60
70
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100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (59) and the top rated plan (85) could equate to:
[How is this calculated?]
13 additional years of work
Up to $129,800 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

Southwest Insurance Partners 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 15% of plans for Investment Menu Quality. Southwest Insurance Partners 401k Plan currently has over 100 active participants and over $7.3M in plan assets.

 

 Retirement Plan Details

Address 800 Gessner, Suite 600
Houston, TX 77024 
Industry Insurance Agencies and Brokerages
Administrator Rhonda Kemp
Net Plan Assets $7,310,000
Total Participants 180
Avg Account Balance $42,000

 Compare Other Companies in Peer Group

CAH Holdings 77.6
CNA National Warranty 75.8
Bolton and Company 73.3
Kinloch Holdings 72.2
Rampart Brokerage 69.0
Lovitt and Touche 68.4

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Balanced 14%
2. John Hancock Money Market 9%
3. John Hancock Funds II Lifestyle Moderate 8%

  Plan Service Providers

Insurance Carrier John Hancock
Auditor Hamm, Langston & Brezina LLP
Insurance Advisor/Broker Bowen, Miclette & Britt, Inc.

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