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Company:
A.J. Kirkwood & Associates, Inc.
Plan:
A.J. Kirkwood & Associates, Inc. 401k Profit Sharing Plan
 

A.J. Kirkwood & Associates, Inc.

48 Plan:

 
 
48
21
61
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 38 point difference between this plan's BrightScope Rating (48) and the top rated plan (86) could equate to:
[How is this calculated?]
18 additional years of work
Up to $237,200 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. Kirkwood & Associates, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 48. This plan is in the top 15% of plans for Investment Menu Quality. A.J. Kirkwood & Associates, Inc. 401k Profit Sharing Plan currently has over 300 active participants and over $2.8M in plan assets.

 

 Retirement Plan Details

Address 2752 Walnut Avenue
Tustin, CA 92780-7025 
Industry Electrical Contractors and Other Wiring Installation Contractors
Administrator Samuel S. Sandoval
Net Plan Assets $2,790,000
Total Participants 400
Avg Account Balance $7,500

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Balanced 40%
2. John Hancock Funds II Lifestyle Growth 10%
3. John Hancock Money Market 7%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Hornor, Townsend & Kent
Insurance Advisor/Broker Morgan Stanley Smith Barney
Auditor Frank C. Huang, CPA

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