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Company:
Wm. G. Roe & Sons, Inc.
Plan:
Wm. G. Roe & Sons, Inc. 401k Plan
 

Wm. G. Roe & Sons, Inc.

30 Plan: Wm. G. Roe & Sons, Inc. 401k Plan

 
 
30
5
54
79
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 49 point difference between this plan's BrightScope Rating (30) and the top rated plan (79) could equate to:
[How is this calculated?]
20 additional years of work
Up to $356,600 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

Wm. G. Roe & Sons, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 30. This plan is in the top 15% of plans for Investment Menu Quality and Participation Rate. Wm. G. Roe & Sons, Inc. 401k Plan currently has fewer than 100 active participants and over $740.4K in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address Po Box 900
Winter Haven, FL 33882-0900 
Industry Agriculture, Forestry, Fishing and Hunting
Administrator Quentin J. Roe
Net Plan Assets $740,000
Total Participants 99
Avg Account Balance $7,500

 Compare Other Companies in Peer Group

Villa Park Orchards 63.8
Stahmanns 63.2
Heller Bros. Packing 56.7
Oxnard Lemon Company 48.6
Marian Farms 47.2
Pandol & Sons 28.1

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 25%
2. John Hancock Funds II Lifestyle Balanced 22%
3. John Hancock Funds II Lifestyle Aggressive 10%

  Plan Service Providers

Auditor Ella W Bow, CPA, P.A.
Insurance Carrier John Hancock
Insurance Advisor/Broker InterSecurities, Inc.
Insurance Advisor/Broker Financial Telesis, Inc.

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