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Company:
Liberty Tax Service
Plan:
Liberty Tax Service 401k Plan
 

Liberty Tax Service

59 Plan: Liberty Tax Service 401k Plan

 
 
59
21
69
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (59) and the top rated plan (85) could equate to:
[How is this calculated?]
13 additional years of work
Up to $165,500 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

Liberty Tax Service 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Investment Menu Quality. Liberty Tax Service 401k Plan currently has over 300 active participants and over $2.9M in plan assets.

 

 Retirement Plan Details

Address 1716 Corporate Landing Pkwy
Virginia Beach, VA 23454-5681 
Industry Offices of Certified Public Accountants
Sponsor Kathleen Curry
Net Plan Assets $2,930,000
Total Participants 320
Avg Account Balance $9,100

 Top 3 Funds in this 401k

1. JTH Tax, Inc. Common Stock 34%
2. American Funds Growth Fund of America 11%
3. American Funds Fundamental Investors 8%

  Plan Service Providers

Auditor Mcphillips, Roberts & Deans Plc
Corporate Trustee Charles Schwab
Insurance Carrier MetLife
Insurance Advisor/Broker Information Not Available

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