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Company:
S.M. Wilson & Co.
Plan:
S.M. Wilson & Co. 401k Savings Plan
 

S.M. Wilson & Co.

75 Plan:

 
 
75
34
70
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (75) and the top rated plan (84) could equate to:
[How is this calculated?]
5 additional years of work
Up to $87,000 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

S.M. Wilson & Co. 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Investment Menu Quality and Salary Deferral. S.M. Wilson & Co. 401k Savings Plan currently has over 100 active participants and over $8.4M in plan assets.

 

 Retirement Plan Details

Address P. O. Box 5210
Saint Louis, MO 63139 
Industry Construction
Administrator Michael Dohle
Net Plan Assets $8,360,000
Total Participants 180
Avg Account Balance $47,000

 Top 3 Funds in this 401k

1. SSgA S&P 500 Index 9%
2. American Century Strategic Allocation: Moderate 8%
3. Goldman Sachs Technology Tollkeeper 7%

  Plan Service Providers

Insurance Carrier American United Life
Recordkeeper American United Life
Investment Adviser Rt Jones
Auditor RubinBrown Benefits Group
Insurance Advisor/Broker Dennis C. Pitzer

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