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Company:
Southwest Traders, Inc.
Plan:
Southwest Traders, Inc. 401k Plan
 

Southwest Traders, Inc.

56 Plan: Southwest Traders, Inc. 401k Plan

 
 
56
4
58
86
0
10
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30
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60
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100
For the average 401k participant, the 30 point difference between this plan's BrightScope Rating (56) and the top rated plan (86) could equate to:
[How is this calculated?]
14 additional years of work
Up to $200,800 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 Traders, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 56. This plan is in the top 15% of plans for Investment Menu Quality. Southwest Traders, Inc. 401k Plan currently has over 400 active participants and over $3.2M in plan assets.

 

 Retirement Plan Details

Address 27711 Diaz Rd.
Temecula, CA 92590-3425 
Industry Other Miscellaneous Durable Goods Merchant Wholesalers
Administrator Lynne Bredemeier
Net Plan Assets $3,210,000
Total Participants 450
Avg Account Balance $7,300

 Top 3 Funds in this 401k

1. Nationwide S&P 500 Index 13%
2. Cash Surrender Value of Insurance Policies 11%
3. Janus Twenty 8%

  Plan Service Providers

Auditor Mayer Hoffman McCann
Insurance Carrier Americo Financial
Insurance Carrier Nationwide
Insurance Advisor/Broker 1717 Capital Management

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