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Company:
J. Smith Lanier & Company, Inc.
Plan:
J. Smith Lanier & Co. Employee Stock Ownership Plan
 

J. Smith Lanier & Company, Inc.

68 Plan:

 
 
68
9
73
87
0
10
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30
40
50
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70
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90
100
For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (68) and the top rated plan (87) could equate to:
[How is this calculated?]
11 additional years of work
Up to $106,500 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.

 

Retirement Plan Description

J. Smith Lanier & Co. Employee Stock Ownership Plan is a defined contribution plan with a stock bonus component and ESOP component. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Company Generosity, Participation Rate, and Total Plan Cost. J. Smith Lanier & Co. Employee Stock Ownership Plan currently has over 500 active participants and over $47.0M in plan assets.

 

 Retirement Plan Details

Address 300 West Tenth Street
West Point, GA 31833 
Industry Insurance Agencies and Brokerages
Administrator Frank Plan
Net Plan Assets $47,000,000
Total Participants 590
Avg Account Balance $80,000

 Top 3 Funds in this 401k

1. J. Smith Lanier & Co. Common Stock 74%
2. Cash and Cash Equivalents 6%
3. Franklin Income 1%

  Plan Service Provider

Auditor Gifford Hillegass & Ingwersen LLP

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