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Company:
Shelby Gravel, Inc.
Plan:
Shelby Gravel, Inc., Employee 401k Retirement Plan
 

Shelby Gravel, Inc.

70 Plan:

 
 
70
25
61
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (70) and the top rated plan (85) could equate to:
[How is this calculated?]
8 additional years of work
Up to $70,700 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

Shelby Gravel, Inc., Employee 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Participation Rate. Shelby Gravel, Inc., Employee 401k Retirement Plan currently has over 100 active participants and over $7.2M in plan assets.

 

 Retirement Plan Details

Address P.O. Box 242
Shelbyville, IN 46176-0242 
Industry Wholesale Trade
Administrator Greg E Wertz, Plan Administrator
Sponsor Greg E Wertz, Sec-Treasurer
Net Plan Assets $7,180,000
Total Participants 160
Avg Account Balance $47,000

 Top 3 Funds in this 401k

1. A.G. Edwards Self Directed Brokerage Accounts 26%
2. American Funds Growth Fund of America 13%
3. Invesco Van Kampen Growth & Income 8%

  Plan Service Provider

Auditor Slattery & Holman, P.C.

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