Home  >   401k Directory   >   Watsco, Inc.
 
Company:
Watsco, Inc.
Plan:
Watsco, Inc. Profit Sharing Retirement Plan & Trust
 

Watsco, Inc.

59 Plan: Watsco, Inc. Profit Sharing Retirement Plan & Trust

 
 
59
45
68
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (59) and the top rated plan (88) could equate to:
[How is this calculated?]
15 additional years of work
Up to $147,600 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

Watsco, Inc. Profit Sharing Retirement Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 15% of plans for Total Plan Cost. Watsco, Inc. Profit Sharing Retirement Plan & Trust currently has over 2,600 active participants and over $82.6M in plan assets.

 

 Retirement Plan Details

Address 2665 S. Bayshore Drive, Suite 901
Coconut Grove, FL 33133 
Industry Wholesale Trade
Administrator Ana M. Menendez
Net Plan Assets $82,600,000
Total Participants 2,700
Avg Account Balance $31,000

 Compare Other Companies in Peer Group

Orgill 66.1
United Refrigeration 65.6
The Hillman Group 59.6
Hajoca 59.3
Wurth Group of North America 57.4
Interline Brands 57.0

 Top 3 Funds in this 401k

1. Watsco, Inc. Common Stock 15%
2. T. Rowe Price Prime Reserve 13%
3. T. Rowe Price Growth Stock 7%

  Plan Service Providers

Corporate Trustee T. Rowe Price
Recordkeeper T. Rowe Price
Auditor Cherry, Bekaert & Holland, LLP

 Comments