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Company:
Southern Equipment Corporation
Plan:
Southern Equipment Corp. 401k Profit Sharing Plan
 

Southern Equipment Corporation

46 Plan: Southern Equipment Corp. 401k Profit Sharing Plan

 
 
46
11
57
83
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 37 point difference between this plan's BrightScope Rating (46) and the top rated plan (83) could equate to:
[How is this calculated?]
16 additional years of work
Up to $294,600 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

Southern Equipment Corp. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 46. This plan is in the top 15% of plans for Investment Menu Quality. Southern Equipment Corp. 401k Profit Sharing Plan currently has over 100 active participants and over $2.0M in plan assets.

 

 Retirement Plan Details

Address 1720 W Cleveland St
Tampa, FL 33606-1811 
Industry Plumbing, Heating, and Air-Conditioning Contractors
Administrator William E. Johnson Jr.
Net Plan Assets $1,970,000
Total Participants 150
Avg Account Balance $14,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 33%
2. John Hancock Funds II Lifestyle Balanced 23%
3. John Hancock Trust Utilities Trust 8%

  Plan Service Providers

Insurance Carrier John Hancock
Auditor B2D Semago CPA
Insurance Advisor/Broker Morgan Stanley Smith Barney
Insurance Advisor/Broker Wells Fargo (Wachovia)

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