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Company:
Shamus & Peabody, LLC
Plan:
TK Employees' Retirement Plan
 

Shamus & Peabody, LLC

56 Plan: TK Employees' Retirement Plan

 
 
56
13
46
62
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (56) and the top rated plan (62) could equate to:
[How is this calculated?]
2 additional years of work
Up to $46,900 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

TK Employees' Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 56, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Investment Menu Quality and Salary Deferral. TK Employees' Retirement Plan currently has over 500 active participants and over $1.4M in plan assets.

 

 Retirement Plan Details

Address 6540 Washington St
Yountville, CA 94599-1315 
Industry Full-Service Restaurants
Administrator Julie N. Secnar, Sphr
Net Plan Assets $1,430,000
Total Participants 520
Avg Account Balance $2,700

 Top 3 Funds in this 401k

1. John Hancock Lifecycle 2045 13%
2. Oppenheimer Developing Markets 12%
3. Franklin Balance Sheet Investment 9%

  Plan Service Providers

Insurance Carrier John Hancock
Auditor Krohn & Croak, CPA's

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