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Company:
Johnson Lambert & Co. LLP
Plan:
Johnson Lambert & Co. LLP 401k Plan
 

Johnson Lambert & Co. LLP

79 Plan: Johnson Lambert & Co. LLP 401k Plan

 
 
79
31
73
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (79) and the top rated plan (90) could equate to:
[How is this calculated?]
8 additional years of work
Up to $50,200 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

Johnson Lambert & Co. LLP 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Investment Menu Quality and Salary Deferral. Johnson Lambert & Co. LLP 401k Plan currently has over 100 active participants and over $7.5M in plan assets.

 

 Retirement Plan Details

Address 700 Spring Forest Rd, Ste 115
Raleigh, NC 27609 
Industry Offices of Certified Public Accountants
Administrator Diane Walker
Net Plan Assets $7,530,000
Total Participants 160
Avg Account Balance $49,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 20%
2. John Hancock Funds II Lifestyle Balanced 13%
3. American Funds Growth Fund of America 8%

  Plan Service Providers

Insurance Carrier John Hancock
Recordkeeper John Hancock
Auditor Cherry, Bekaert & Holland, LLP
Insurance Advisor/Broker First Allied Securities, Inc.

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