Walston, Wells & Birchall, LLP
70
Plan:
Walston, Wells & Birchall, LLP 401k Plan
46
77
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (70) and the top rated plan (88) could equate to:
[How is this calculated?]
[How is this calculated?]
11 additional years of work Up to $142,900 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
Walston, Wells & Birchall, LLP 401k Plan 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 15% of plans for Account Balances and Company Generosity. Walston, Wells & Birchall, LLP 401k Plan currently has over 100 active participants and over $15.2M in plan assets.
Retirement Plan Details
| Address |
1819 5th Ave N Ste 1100
Birmingham, AL 35203-2122 |
| Industry | Offices of Lawyers |
| Administrator | John W. Shewnake |
| Sponsor | John W. Shewmake |
| Net Plan Assets | $15,200,000 |
| Total Participants | 110 |
| Avg Account Balance | $140,000 |
Compare Other Companies in Peer Group
Top 3 Funds in this 401k
| 1. | Self-Directed Brokerage Accounts | 27% |
| 2. | SSgA Money Market | 17% |
| 3. | Janus Twenty | 16% |
Plan Service Providers
| Insurance Carrier | MetLife |
| Auditor | Pearce, Bevill, Leesburg & Moore, PC |
| Corporate Trustee | Reliance Trust Company |
| Insurance Carrier | MassMutual |
| Insurance Carrier | Northwestern Mutual |
| Insurance Advisor/Broker | Steven N. Stone |
| Insurance Advisor/Broker | David R. Pittman |
| Insurance Advisor/Broker | Todd E. Hofford Jr. |
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