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Company:
Steves & Sons, Inc.
Plan:
Steves & Sons Employees 401k Profit Sharing Plan
 

Steves & Sons, Inc.

45 Plan: Steves & Sons Employees 401k Profit Sharing Plan

 
 
45
9
59
80
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 35 point difference between this plan's BrightScope Rating (45) and the top rated plan (80) could equate to:
[How is this calculated?]
16 additional years of work
Up to $250,800 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

Steves & Sons Employees 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 45. This plan is in the top 35% of plans for Investment Menu Quality. Steves & Sons Employees 401k Profit Sharing Plan currently has over 500 active participants and over $987.1K in plan assets.

 

 Retirement Plan Details

Address Po Box 1866
San Antonio, TX 78297-1866 
Industry Manufacturing
Administrator Stephen J. Tonra
Net Plan Assets $990,000
Total Participants 500
Avg Account Balance $2,100

 Top 3 Funds in this 401k

1. T. Rowe Price Equity Income 22%
2. Fidelity Contrafund 18%
3. SSgA S&P 500 Index 12%

  Plan Service Providers

Insurance Carrier American United Life
Auditor Burnside & Rishebarger, PLLC
Insurance Advisor/Broker Frederick T King

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