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Company:
Source Refrigeration & HVAC, Inc.
Plan:
Source Refrigeration & HVAC, Inc. 401k Plan
 

Source Refrigeration & HVAC, Inc.

57 Plan: Source Refrigeration & HVAC, Inc. 401k Plan

 
 
57
31
67
88
0
10
20
30
40
50
60
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100
For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (57) and the top rated plan (88) could equate to:
[How is this calculated?]
16 additional years of work
Up to $212,400 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

Source Refrigeration & HVAC, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 57. This plan is in the top 35% of plans for Total Plan Cost. Source Refrigeration & HVAC, Inc. 401k Plan currently has over 1,200 active participants and over $25.2M in plan assets.

 

 Retirement Plan Details

Address 800 E Orangethorpe
Anaheim, CA 92801 
Industry Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance
Administrator Cary Heaton
Net Plan Assets $25,200,000
Total Participants 1,300
Avg Account Balance $20,000

 Top 3 Funds in this 401k

1. Fidelity Retirement Money Market 13%
2. Fidelity Growth Company 6%
3. Fidelity Select Natural Resources 6%

  Plan Service Providers

Consultant James E. Bashaw
Auditor McGladrey

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