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Company:
J.M. Waller Associates, Inc.
Plan:
J.M. Waller Associates, Inc. Cash or Deferred Arrangement Profit Sharing Plan
 

J.M. Waller Associates, Inc.

64 Plan: J.M. Waller Associates, Inc. Cash or Deferred Arrangement Profit Sharing Plan

 
 
64
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82
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For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (64) and the top rated plan (82) could equate to:
[How is this calculated?]
8 additional years of work
Up to $170,600 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.M. Waller Associates, Inc. Cash or Deferred Arrangement Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 15% of plans for Investment Menu Quality. J.M. Waller Associates, Inc. Cash or Deferred Arrangement Profit Sharing Plan currently has over 400 active participants and over $7.3M in plan assets.

 

 Retirement Plan Details

Address 11325 Random Hills Rd Ste 210
Fairfax, VA 22030-6068 
Industry All Other Professional, Scientific, and Technical Services
Administrator James Emery
Net Plan Assets $7,300,000
Total Participants 410
Avg Account Balance $19,000

 Compare Other Companies in Peer Group

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United Radio 62.8
Etan Industries 59.0
IATSE Local 13 58.4
Dobbs Brothers Management Service, LP 55.5

 Top 3 Funds in this 401k

1. Lincoln Financial Short Term (SA14) 9%
2. Lincoln Financial Government/Corporate Bond (SA12) 7%
3. Lincoln Financial Guaranteed Account 7%

  Plan Service Providers

Auditor Hendershot, Burkhardt & Reed CPA
Insurance Carrier Lincoln Financial
Insurance Advisor/Broker Lincoln Financial

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