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Company:
H Smith Richardson Testamentary Trust
Plan:
H Smith Richardson Testamentary Trust 401k Plan
 

H Smith Richardson Testamentary Trust

76 Plan: H Smith Richardson Testamentary Trust 401k Plan

 
 
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For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (76) and the top rated plan (83) could equate to:
[How is this calculated?]
4 additional years of work
Up to $40,500 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.

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Retirement Plan Description

H Smith Richardson Testamentary Trust 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Participation Rate. H Smith Richardson Testamentary Trust 401k Plan currently has over 100 active participants and over $1.4M in plan assets.

 Retirement Plan Details

Address 701 Green Valley Rd Ste 300
Greensboro, NC 27408-7096 
Industry Trusts, Estates, and Agency Accounts
Administrator Ross Hemphill
Net Plan Assets $1,380,000
Total Participants 100
Avg Account Balance $13,000

 Compare Other Companies in Peer Group

Redwood Trust 82.0
Ritchie Capital Management, LLC 81.6
Charles Stewart Mott Foundation 81.0
Starwood Headquarters, L.L.C 75.6
Washington Real Estate Investment... 71.4
AST Capital Trust Company of Delaware 70.5

 Top 3 Funds in this 401k

1. Fidelity Managed Income Portfolio 33%
2. Fidelity Dividend Growth 10%
3. Fidelity Diversified International 10%

  Plan Service Provider

Auditor McGladrey

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