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Company:
Sam's Wines & Liquors
Plan:
Sam's Wines & Liquors 401k Savings Plan
 

Sam's Wines & Liquors

45 Plan: Sam's Wines & Liquors 401k Savings Plan

 
 
45
10
48
74
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (45) and the top rated plan (74) could equate to:
[How is this calculated?]
11 additional years of work
Up to $201,800 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

Sam's Wines & Liquors 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 45. This plan is in the top 35% of plans for Company Generosity and Investment Menu Quality. Sam's Wines & Liquors 401k Savings Plan currently has over 200 active participants and over $2.0M in plan assets.

 

 Retirement Plan Details

Address 1925 N Clybourn Ave Ste 302
Chicago, IL 60614-4923 
Industry Beer, Wine, and Liquor Stores
Administrator Carrie Wachendorf
Sponsor Brian Rosen
Net Plan Assets $2,030,000
Total Participants 230
Avg Account Balance $9,000

 Top 3 Funds in this 401k

1. Transamerica Premier WMC Diversified Growth Fund 22%
2. American Century Large Company Value 15%
3. Transamerica Stable Value Fund 12%

  Plan Service Providers

Insurance Carrier Transamerica
Auditor O'Neill & Gaspardo, LLC
Insurance Advisor/Broker Dean J. Clune

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