Home  >   401k Directory   >   Z.V. Pate, Inc.
 
Company:
Z.V. Pate, Inc.
Plan:
Z.V. Pate Group Retirement Savings and Profit Sharing Plan
 

Z.V. Pate, Inc.

51 Plan:

 
 
51
34
56
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 33 point difference between this plan's BrightScope Rating (51) and the top rated plan (84) could equate to:
[How is this calculated?]
15 additional years of work
Up to $202,600 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

Z.V. Pate Group Retirement Savings and Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 51. This plan is in the top 35% of plans for Participation Rate. Z.V. Pate Group Retirement Savings and Profit Sharing Plan currently has over 700 active participants and over $18.9M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address P. O. Box 159
Laurel Hill, NC 28351-0159 
Industry Retail Trade
Administrator Bradley Williams
Net Plan Assets $18,900,000
Total Participants 740
Avg Account Balance $27,000

 Compare Other Companies in Peer Group

The Orvis Company 60.7
Vermont Counrtry Store 60.7
Costco Wholesale 56.5
Food Pantry LTD 52.3
Sears, Roebuck and Co. 47.9
Ann & Hope 45.4

 Top 3 Funds in this 401k

1. Wells Fargo Stable Return Trust 21%
2. Fidelity Contrafund 15%
3. Oakmark Equity & Income 12%

  Plan Service Providers

Corporate Trustee Wells Fargo (Wachovia)
Recordkeeper Wells Fargo (Wachovia)
Auditor S Preston Douglas & Assoc

 Comments