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Company:
Lee Company
Plan:
Lee Company 401k Plan
 

Lee Company

60 Plan: Lee Company 401k Plan

 
 
60
3
59
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (60) and the top rated plan (86) could equate to:
[How is this calculated?]
13 additional years of work
Up to $133,000 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

Lee Company 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. Lee Company 401k Plan currently has over 400 active participants and over $11.7M in plan assets.

 

 Retirement Plan Details

Address 331 Mallory Station Rd
Franklin, TN 37067-8257 
Industry Plumbing, Heating, and Air-Conditioning Contractors
Administrator Roy B. Osborne
Net Plan Assets $11,700,000
Total Participants 500
Avg Account Balance $24,000

 Top 3 Funds in this 401k

1. PIMCO Total Return 12%
2. Allianz NFJ Dividend Value 10%
3. Principal Large Cap S&P 500 Index 9%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Investment Adviser Ronald Blue & Company
Auditor Crowe Horwath LLP

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