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Company:
The Spencer Companies, Inc.
Plan:
The Spencer Companies, Inc. Capital Accumulation Plan
 

The Spencer Companies, Inc.

47 Plan: The Spencer Companies, Inc. Capital Accumulation Plan

 
 
47
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64
88
0
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For the average 401k participant, the 41 point difference between this plan's BrightScope Rating (47) and the top rated plan (88) could equate to:
[How is this calculated?]
21 additional years of work
Up to $209,600 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

The Spencer Companies, Inc. Capital Accumulation Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 47. The Spencer Companies, Inc. Capital Accumulation Plan currently has over 100 active participants and over $2.1M in plan assets.

 

 Retirement Plan Details

Address Po Box 18128
Huntsville, AL 35804-8128 
Industry Wholesale Trade
Administrator W. Gary Tucker, Jr.
Net Plan Assets $2,140,000
Total Participants 160
Avg Account Balance $14,000

 Top 3 Funds in this 401k

1. Principal Stable Value Fund 16%
2. Principal Bond & Mortgage Securities 13%
3. Russell LifePoints Conservative Strategy 8%

  Plan Service Providers

Insurance Carrier Principal Financial Group
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Insurance Advisor/Broker Chappelle Consulting Group
Administration Principal Financial Group
Auditor Beason and Nalley, Inc.

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