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Company:
J.L. Roberts Mechanical, LLC
Plan:
J.L. Roberts Mechanical 401k Retirement Savings Plan
 

J.L. Roberts Mechanical, LLC

36 Plan: J.L. Roberts Mechanical 401k Retirement Savings Plan

 
 
36
11
57
83
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 47 point difference between this plan's BrightScope Rating (36) and the top rated plan (83) could equate to:
[How is this calculated?]
21 additional years of work
Up to $378,900 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

J.L. Roberts Mechanical 401k Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 36. This plan is in the top 15% of plans for Investment Menu Quality. J.L. Roberts Mechanical 401k Retirement Savings Plan currently has over 200 active participants and over $2.0M in plan assets.

 

 Retirement Plan Details

Address Po Box 180579
Richland, MS 39218-0579 
Industry Plumbing, Heating, and Air-Conditioning Contractors
Administrator Stacey Roberts Williams
Net Plan Assets $2,000,000
Total Participants 200
Avg Account Balance $9,900

 Top 3 Funds in this 401k

1. Total Guaranteed Investment Contracts 30%
2. John Hancock Funds II Lifestyle Balanced 15%
3. John Hancock Funds II Lifestyle Growth 11%

  Plan Service Providers

Auditor Collins & Barr,Ltd
Insurance Carrier John Hancock
Insurance Advisor/Broker Mowdy Financial, LLC

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