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Company:
MacFarlane Ferguson & McMullen
Plan:
MacFarlane Ferguson & McMullen Retirement Savings Plan
 

MacFarlane Ferguson & McMullen

76 Plan: MacFarlane Ferguson & McMullen Retirement Savings Plan

 
 
76
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79
88
0
10
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100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (76) and the top rated plan (88) could equate to:
[How is this calculated?]
8 additional years of work
Up to $57,500 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

MacFarlane Ferguson & McMullen Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances, Company Generosity, Investment Menu Quality, and Participation Rate. MacFarlane Ferguson & McMullen Retirement Savings Plan currently has over 100 active participants and over $20.3M in plan assets.

 

 Retirement Plan Details

Address 201 N. Franklin Street, Ste 2000
Tampa, FL 33602 
Industry Offices of Lawyers
Administrator J. Paul Raymond
Net Plan Assets $20,300,000
Total Participants 110
Avg Account Balance $190,000

 Top 3 Funds in this 401k

1. PIMCO Total Return 19%
2. American Funds Growth Fund of America 12%
3. Eaton Vance Large-Cap Value 11%

  Plan Service Providers

Insurance Carrier Guardian Life Insurance Company
Insurance Carrier Pacific Life Insurance
Administration Matthews Benefit Group, Inc.
Investment Adviser CAPTRUST Financial Advisors
Legal Counsel Brimmer, Burek & Keelan LLP
Auditor Carr, Riggs and Ingram

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