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Company:
Stites & Harbison
Plan:
Security Plan I of Stites & Harbison
 

Stites & Harbison

81 Plan:

 
 
81
61
82
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (81) and the top rated plan (89) could equate to:
[How is this calculated?]
5 additional years of work
Up to $80,300 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

Security Plan I of Stites & Harbison is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. Security Plan I of Stites & Harbison currently has over 500 active participants and over $77.1M in plan assets.

 

 Retirement Plan Details

Address 1800 Providian Center
Louisville, KY 40202-3362 
Industry Offices of Lawyers
Administrator John Bartlett
Sponsor Harold Butler
Net Plan Assets $77,100,000
Total Participants 550
Avg Account Balance $150,000

 Top 3 Funds in this 401k

1. T. Rowe Price Personal Strategy Balanced 12%
2. T. Rowe Price Equity Income 9%
3. T. Rowe Price Mid-Cap Growth 9%

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Carrier MassMutual
Insurance Carrier AXA Equitable
Insurance Carrier Northwestern Mutual
Insurance Advisor/Broker William B Cox
Insurance Advisor/Broker Catherine L. Chatfield
Corporate Trustee T. Rowe Price
Auditor Crowe Horwath LLP

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