S.H. Tevis & Son, Inc. 401K Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 15% of plans for Investment Menu Quality. S.H. Tevis & Son, Inc. 401K Profit Sharing Plan currently has over 100 active participants and over $9.0M in plan assets.
| Address |
82 John Street P.O. Box 26
Westminster, MD 21157-4835 |
| Industry | Wholesale Trade |
| Administrator | Alan M. Sonnenleiter |
| Net Plan Assets | $8,960,000 |
| Total Participants | 180 |
| Avg Account Balance | $41,000 |
| United Suppliers | 70.8 |
| Empire Distributors | 62.4 |
| Coastal Agrobusiness | 60.7 |
| Krist Oil Company | 57.7 |
| Pain Enterprises | 55.5 |
| Ortec | 22.5 |
| 1. | John Hancock Funds II Lifestyle Growth | 23% |
| 2. | John Hancock Funds II Lifestyle Balanced | 21% |
| 3. | T. Rowe Price Spectrum Income | 7% |
| Insurance Carrier | John Hancock |
| Auditor | Stegman & Company |
| Insurance Advisor/Broker | Next Financial Group, Inc. |
| Insurance Advisor/Broker | UBS |
| Insurance Advisor/Broker | Vanguard Group, Inc. |
| Recordkeeper | John Hancock |

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