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Company:
Walsworth, Franklin, Bevins & McCall, LLP
Plan:
Walsworth, Franklin, Bevins & McCall, LLP 401k Plan
 

Walsworth, Franklin, Bevins & McCall, LLP

71 Plan: Walsworth, Franklin, Bevins & McCall, LLP 401k Plan

 
 
71
32
75
86
0
10
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30
40
50
60
70
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100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (71) and the top rated plan (86) could equate to:
[How is this calculated?]
8 additional years of work
Up to $143,800 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

Walsworth, Franklin, Bevins & McCall, LLP 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Salary Deferral. Walsworth, Franklin, Bevins & McCall, LLP 401k Plan currently has over 200 active participants and over $10.2M in plan assets.

 

 Retirement Plan Details

Address One City Boulevard West, 5th Floor
Orange, CA 92868 
Industry Offices of Lawyers
Administrator Vincent Dimillo
Net Plan Assets $10,200,000
Total Participants 220
Avg Account Balance $47,000

 Top 3 Funds in this 401k

1. Loomis Sayles Bond 16%
2. Ivy International Core Equity 13%
3. Oakmark Equity & Income 9%

  Plan Service Providers

Insurance Carrier Great-West Life
Insurance Advisor/Broker FSC Securities
Recordkeeper Newport Group
Corporate Trustee Charles Schwab
Investment Adviser Jackson Financial Management
Auditor Wright Ford Young

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