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Company:
O'Sullivan Creel, LLP
Plan:
O'Sullivan Creel, LLP 401k Profit Sharing Plan
 

O'Sullivan Creel, LLP

70 Plan: O'Sullivan Creel, LLP 401k Profit Sharing Plan

 
 
70
31
73
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (70) and the top rated plan (90) could equate to:
[How is this calculated?]
13 additional years of work
Up to $71,800 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

O'Sullivan Creel, LLP 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 35% of plans for Account Balances, Investment Menu Quality, Salary Deferral, and Total Plan Cost. O'Sullivan Creel, LLP 401k Profit Sharing Plan currently has over 100 active participants and over $9.6M in plan assets.

 

 Retirement Plan Details

Address 316 S Baylen St - Suite 300
Pensacola, FL 32502 
Industry Offices of Certified Public Accountants
Administrator Ilona J Borish
Net Plan Assets $9,570,000
Total Participants 160
Avg Account Balance $59,000

 Top 3 Funds in this 401k

1. Dodge & Cox Stock 17%
2. Dodge & Cox International Stock 12%
3. Fifth Third Equity Index 9%

  Plan Service Provider

Auditor Jackson Thornton & Co

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