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Company:
Sherwood Mechanical, Inc.
Plan:
Sherwood Mechanical, Inc. 401k Plan
 

Sherwood Mechanical, Inc.

60 Plan: Sherwood Mechanical, Inc. 401k Plan

 
 
60
11
57
83
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (60) and the top rated plan (83) could equate to:
[How is this calculated?]
11 additional years of work
Up to $173,900 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

Sherwood Mechanical, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. This plan is in the top 35% of plans for Investment Menu Quality and Participation Rate. Sherwood Mechanical, Inc. 401k Plan currently has over 300 active participants and over $4.5M in plan assets.

 

 Retirement Plan Details

Address 6630 Top Gun St
San Diego, CA 92121-4112 
Industry Plumbing, Heating, and Air-Conditioning Contractors
Net Plan Assets $4,450,000
Total Participants 330
Avg Account Balance $13,000

 Top 3 Funds in this 401k

1. Maxim Aggressive Profile II 16%
2. Great-West Life Guaranteed Certificate Fund 13%
3. Maxim Moderate Profile II 10%

  Plan Service Providers

Insurance Carrier Great-West Life
Auditor Moss Adams
Insurance Advisor/Broker 401k Advisors
Insurance Advisor/Broker Financial Telesis, Inc.

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