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Company:
A. J. Bart, Inc.
Plan:
A. J. Bart, Inc. Savings and Investment Plan
 

A. J. Bart, Inc.

51 Plan: A. J. Bart, Inc. Savings and Investment Plan

 
 
51
11
73
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 39 point difference between this plan's BrightScope Rating (51) and the top rated plan (90) could equate to:
[How is this calculated?]
19 additional years of work
Up to $283,200 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

A. J. Bart, Inc. Savings and Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 51. This plan is in the top 35% of plans for Account Balances and Salary Deferral. A. J. Bart, Inc. Savings and Investment Plan currently has over 100 active participants and over $3.7M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
21
Plan Average: 24
Top 3 Funds in this 401k
1. Total Guaranteed Investment Contracts 44%
2. Principal Money Market 13%
3. Principal Large Cap S&P 500 Index 11%

 Retirement Plan Details

Address 4130 Lindbergh Drive
Addison, TX 75001 
Industry Manufacturing
Administrator Robert Bart
Net Plan Assets $3,670,000
Total Participants 110
Avg Account Balance $77,000

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker James M. Franklin
Administration Principal Financial Group
Auditor JLKD

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