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Company:
Overtons, Inc.
Plan:
Overtons, Inc. Retirement Plan
 

Overtons, Inc.

52 Plan: Overtons, Inc. Retirement Plan

 
 
52
35
59
79
0
10
20
30
40
50
60
70
80
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100
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (52) and the top rated plan (79) could equate to:
[How is this calculated?]
12 additional years of work
Up to $128,000 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

Overtons, Inc. Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. Overtons, Inc. Retirement Plan currently has over 100 active participants and over $4.3M in plan assets.

 

 Retirement Plan Details

Address 111 Red Banks Rd
Greenville, NC 27858-5702 
Industry Retail Trade
Administrator L. Gregory Britt
Net Plan Assets $4,280,000
Total Participants 150
Avg Account Balance $29,000

 Compare Other Companies in Peer Group

Nextag 75.6
Asset Marketing Services 67.8
Midway Arms 66.6
Cosmetique 65.9
Quartermaster Company 65.0
Dennis Kirk 58.9

 Top 3 Funds in this 401k

1. Principal Large Cap S&P 500 Index 17%
2. PIMCO All Asset All Authority 16%
3. Principal Stable Value Fund 15%

  Plan Service Providers

Auditor Dixon Hughes, LLC
Administration Principal Financial Group
Investment Adviser Sapere Wealth Creation LLC
Insurance Carrier Principal Financial Group

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