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Company:
Hobbs, Upchurch & Associates P.A.
Plan:
Hobbs, Upchurch & Associates P.A. 401k Plan
 

Hobbs, Upchurch & Associates P.A.

71 Plan: Hobbs, Upchurch & Associates P.A. 401k Plan

 
 
71
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86
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For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (71) and the top rated plan (86) could equate to:
[How is this calculated?]
9 additional years of work
Up to $113,400 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

Hobbs, Upchurch & Associates P.A. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 35% of plans for Investment Menu Quality, Participation Rate, and Salary Deferral. Hobbs, Upchurch & Associates P.A. 401k Plan currently has over 100 active participants and over $3.0M in plan assets.

 

 Retirement Plan Details

Address 300 S.W. Broad Street
Southern Pines, NC 28387-5407 
Industry Engineering Services
Net Plan Assets $3,000,000
Total Participants 100
Avg Account Balance $30,000

 Top 3 Funds in this 401k

1. Hartford Life Fixed Income Account 16%
2. American Funds American Balanced 13%
3. American Funds Investment Company of America 6%

  Plan Service Providers

Auditor Sharrard McGee & Company
Insurance Carrier Hartford
Insurance Advisor/Broker Wells Fargo (Wachovia)

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