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Company:
Fraley & Company, LLC
Plan:
Fraley & Company, LLC 401k Plan
 

Fraley & Company, LLC

41 Plan: Fraley & Company, LLC 401k Plan

 
 
41
21
69
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 44 point difference between this plan's BrightScope Rating (41) and the top rated plan (85) could equate to:
[How is this calculated?]
20 additional years of work
Up to $300,600 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

Fraley & Company, LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 41. Fraley & Company, LLC 401k Plan currently has over 300 active participants and over $4.0M in plan assets.

 

 Retirement Plan Details

Address 9309 Montgomery Rd
Cincinnati, OH 45242-7701 
Industry Offices of Certified Public Accountants
Administrator James C. Fraley
Net Plan Assets $3,970,000
Total Participants 350
Avg Account Balance $11,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Balanced 42%
2. John Hancock Funds II Lifestyle Growth 21%
3. John Hancock Funds II Lifestyle Aggressive 11%

  Plan Service Providers

Auditor Bertke, Sparks & Kremer, Inc.
Corporate Trustee John Hancock
Insurance Carrier John Hancock
Insurance Advisor/Broker Multi-Financial Securities Corp.

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