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Company:
Armfield, Harrison, & Thomas, Inc.
Plan:
Armfield, Harrison, & Thomas, Inc. 401k Plan
 

Armfield, Harrison, & Thomas, Inc.

68 Plan:

 
 
68
36
70
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (68) and the top rated plan (86) could equate to:
[How is this calculated?]
11 additional years of work
Up to $33,000 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

Armfield, Harrison, & Thomas, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 35% of plans for Salary Deferral. Armfield, Harrison, & Thomas, Inc. 401k Plan currently has over 100 active participants and over $5.9M in plan assets.

 

 Retirement Plan Details

Address 20 S King St
Leesburg, VA 20175-3023 
Industry Insurance Agencies and Brokerages
Administrator S. Lynne Sorrentino, Cfo
Net Plan Assets $5,930,000
Total Participants 140
Avg Account Balance $43,000

 Top 3 Funds in this 401k

1. Principal LifeTime 2020 21%
2. Principal International SmallCap 12%
3. Principal Bond & Mortgage Securities 9%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Auditor Yount, Hyde & Barbour, P.C.
Corporate Trustee Principal Financial Group

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