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Company:
Jackson Kelly PLLC
Plan:
Jackson Kelly PLLC 401k Profit Sharing Plan Trust
 

Jackson Kelly PLLC

83 Plan:

 
 
83
61
82
89
0
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For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (83) and the top rated plan (89) could equate to:
[How is this calculated?]
4 additional years of work
Up to $25,300 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

Jackson Kelly PLLC 401k Profit Sharing Plan Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83. This plan is in the top 15% of plans for Account Balances and Company Generosity. Jackson Kelly PLLC 401k Profit Sharing Plan Trust currently has over 500 active participants and over $78.9M in plan assets.

 

 Retirement Plan Details

Address 500 Lee Street, East
1600 Laidley Tower
Charleston, WV 25301 
Industry Offices of Lawyers
Administrator Stephanie Vinson
Sponsor James Lowen
Net Plan Assets $78,900,000
Total Participants 560
Avg Account Balance $140,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 19%
2. Wells Fargo Advantage Small Cap Value 14%
3. American Funds Growth Fund of America 8%

  Plan Service Providers

Insurance Carrier MassMutual
Insurance Carrier State Farm
Insurance Carrier Hartford
Insurance Carrier Guardian Life Insurance Company
Insurance Carrier New York Life
Insurance Carrier Northwestern Mutual
Insurance Advisor/Broker John H Walsh
Insurance Advisor/Broker Paul M. Joanou
Insurance Advisor/Broker Jon Alan Henderson
Insurance Advisor/Broker Kathi B. Huffman
Insurance Advisor/Broker Morgan Stanley Smith Barney
Insurance Advisor/Broker James S. Dobbs
Investment Adviser Strategic Advisers
Auditor Dixon Hughes, LLC

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