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Company:
Walpole, Inc.
Plan:
Walpole, Inc. 401k Profit Sharing Plan
 

Walpole, Inc.

40 Plan: Walpole, Inc. 401k Profit Sharing Plan

 
 
40
21
51
77
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 (40) and the top rated plan (77) could equate to:
[How is this calculated?]
16 additional years of work
Up to $226,900 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

Walpole, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 40. Walpole, Inc. 401k Profit Sharing Plan currently has over 200 active participants and over $1.9M in plan assets.

 

 Retirement Plan Details

Address 269 Sw 9th Street
Okeechobee, FL 34973 
Industry Transportation and Warehousing
Administrator Joseph J Ford
Net Plan Assets $1,930,000
Total Participants 240
Avg Account Balance $8,000

 Compare Other Companies in Peer Group

Carroll Fulmer Logistics 54.6
Taylor Truck Line 52.0
Kinard Trucking 49.5
Braun's Express 47.0
Foreway Transportation 42.2
Buske Lines 40.3

 Top 3 Funds in this 401k

1. Key Guaranteed Portfolio Fund 31%
2. Fidelity Advisor Leveraged Company Stock 12%
3. Maxim T. Rowe Price Equity Income 10%

  Plan Service Providers

Insurance Carrier MetLife
Insurance Carrier Great-West Life
Insurance Advisor/Broker MetLife
Insurance Advisor/Broker Charles W. Parker
Insurance Advisor/Broker Enterprise General Insurance Agency
Auditor Harris,Cotherman,Jones,Price&Assoc

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