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Company:
David Volkert & Associates, Inc. & Subsidiaries
Plan:
401k Retirement Savings Plan for Employees of David Volkert & Associates, Inc. and Subsidiaries
 

David Volkert & Associates, Inc. & Subsidiaries

70 Plan:

 
 
70
36
74
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (70) and the top rated plan (87) could equate to:
[How is this calculated?]
10 additional years of work
Up to $125,300 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

401k Retirement Savings Plan for Employees of David Volkert & Associates, Inc. and Subsidiaries is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 35% of plans for Salary Deferral and Total Plan Cost. 401k Retirement Savings Plan for Employees of David Volkert & Associates, Inc. and Subsidiaries currently has over 700 active participants and over $26.1M in plan assets.

 

 Retirement Plan Details

Address P. O. Box 7434
Mobile, AL 36670 
Industry Engineering Services
Administrator Thomas Zoghby
Net Plan Assets $26,100,000
Total Participants 710
Avg Account Balance $37,000

 Top 3 Funds in this 401k

1. Regions Stable Principal Fund 23%
2. Dreyfus Opportunistic Midcap Value 10%
3. Federated Max-Cap Index 8%

  Plan Service Providers

Recordkeeper Morgan Keegan & Company, Inc.
Recordkeeper Ascensus, Inc.
Auditor Smith,Dukes & Buckalew

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