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Company:
Alford, Clausen & Mcdonald, LLC
Plan:
Alford, Clausen & Mcdonald, LLC 401k Profit Sharing Plan
 

Alford, Clausen & Mcdonald, LLC

72 Plan: Alford, Clausen & Mcdonald, LLC 401k Profit Sharing Plan

 
 
72
29
75
87
0
10
20
30
40
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80
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100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (72) and the top rated plan (87) could equate to:
[How is this calculated?]
9 additional years of work
Up to $122,500 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

Alford, Clausen & Mcdonald, LLC 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Investment Menu Quality. Alford, Clausen & Mcdonald, LLC 401k Profit Sharing Plan currently has over 100 active participants and over $9.3M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 1 Saint Louis St Ste 5000
Mobile, AL 36602-3929 
Industry Offices of Lawyers
Administrator James H. Mcdonald, Jr.
Net Plan Assets $9,310,000
Total Participants 120
Avg Account Balance $80,000

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 Top 3 Funds in this 401k

1. Franklin Income 13%
2. Columbia Diversified Equity Income 10%
3. Loomis Sayles Investment Grade Bond 10%

  Plan Service Providers

Corporate Trustee Wells Fargo (Wachovia)
Auditor Wilkins Miller, P.C.

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