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Company:
W.L. Petrey Wholesale Company, Inc.
Plan:
W.L.Petrey Wholesale Company, Inc. 401k Plan
 

W.L. Petrey Wholesale Company, Inc.

41 Plan: W.L.Petrey Wholesale Company, Inc. 401k Plan

 
 
41
24
64
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 45 point difference between this plan's BrightScope Rating (41) and the top rated plan (86) could equate to:
[How is this calculated?]
21 additional years of work
Up to $279,300 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

W.L.Petrey Wholesale Company, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 41. This plan is in the top 35% of plans for Investment Menu Quality. W.L.Petrey Wholesale Company, Inc. 401k Plan currently has over 500 active participants and over $4.3M in plan assets.

 

 Retirement Plan Details

Address 10345 Petrey Highway
Luverne, AL 36049 
Industry Wholesale Trade
Administrator Norman E. Parks
Net Plan Assets $4,340,000
Total Participants 520
Avg Account Balance $8,400

 Compare Other Companies in Peer Group

Lee Kum Kee USA 66.2
Sarvis 57.9
Coffee Distributing 57.3
Poultry Products Company 52.0
R.F. Owens Company 48.2
GU Markets, LLC 40.8

 Top 3 Funds in this 401k

1. Nationwide Money Market 12%
2. Nationwide Fixed Account 7%
3. American Funds Growth Fund of America 5%

  Plan Service Providers

Insurance Carrier Nationwide
Insurance Advisor/Broker Sterne Agee
Investment Adviser Nationwide
Recordkeeper Nationwide
Investment Adviser CLS Investments
Auditor Marcus Wolfe

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