Home  >   401k Directory   >   The Stewart Organization
 
Company:
The Stewart Organization
Plan:
The Stewart Organization 401k Partner Plan
 

The Stewart Organization

71 Plan: The Stewart Organization 401k Partner Plan

 
 
71
30
56
79
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (71) and the top rated plan (79) could equate to:
[How is this calculated?]
5 additional years of work
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 Stewart Organization 401k Partner Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Investment Menu Quality. The Stewart Organization 401k Partner Plan currently has over 100 active participants and over $5.4M in plan assets.

 

 Retirement Plan Details

Address 4000 Colonnade Pkwy
Birmingham, AL 35243-3212 
Industry Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance
Administrator Walter Stewart
Net Plan Assets $5,410,000
Total Participants 140
Avg Account Balance $40,000

 Top 3 Funds in this 401k

1. American Funds EuroPacific Growth 15%
2. American Funds Growth Fund of America 13%
3. American Funds Capital World Growth and Income 10%

  Plan Service Provider

Auditor James S. Snow Associates, P.C.

 Comments