The Daniel and Henry Co. Salary Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74. This plan is in the top 15% of plans for Account Balances. The Daniel and Henry Co. Salary Savings Plan currently has over 100 active participants and over $16.7M in plan assets.
|1.||Charles Schwab Schwab Managed Retirement Income||24%|
|2.||Wells Fargo Stable Value||14%|
|3.||PIMCO Total Return||12%|
1001 Highland Plaza Drive West
St. Louis, MO 63110
|Industry||Insurance Agencies and Brokerages|
|Net Plan Assets||$16,700,000|
|Avg Account Balance||$110,000|
|Kapnick & Company||78.2|
|Fred C. Church||78.1|
|Flood & Peterson Insurance||76.1|
|North Island Group||72.8|
|Bolton & Company||71.8|
|Gerald J. Sullivan & Associates||70.2|
|Investment Adviser||Retirement Plan Services, LLC|
|Recordkeeper||Retirement Plan Services, LLC|
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