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Company:
Anderson-Tully Management Services Llc
Plan:
Anderson-Tully Management Services Matched Savings Plan
 

Anderson-Tully Management Services Llc

69 Plan:

 
 
69
16
56
79
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (69) and the top rated plan (79) could equate to:
[How is this calculated?]
5 additional years of work
Up to $70,300 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

Anderson-Tully Management Services Matched Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Account Balances, Investment Menu Quality, and Total Plan Cost. Anderson-Tully Management Services Matched Savings Plan currently has over 100 active participants and over $7.5M in plan assets.

 

 Retirement Plan Details

Address Po Box 28
Memphis, TN 38101-0028 
Industry Manufacturing
Administrator Charles R. Dickerson, Jr.
Net Plan Assets $7,520,000
Total Participants 130
Avg Account Balance $58,000

 Top 3 Funds in this 401k

1. First Mercantile Trust LifeStyle Moderate Growth Strategy 35%
2. First Mercantile Trust LifeStyle Aggressive Growth Strategy 13%
3. First Mercantile Trust Smith Group 8%

  Plan Service Provider

Auditor Thompson Dunavant Plc

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