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Company:
Southwest Business Corp
Plan:
Southwest Business Corporation 401k Profit Sharing Plan
 

Southwest Business Corp

65 Plan: Southwest Business Corporation 401k Profit Sharing Plan

 
 
65
39
74
87
0
10
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For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (65) and the top rated plan (87) could equate to:
[How is this calculated?]
12 additional years of work
Up to $154,600 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

Southwest Business Corporation 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 65. This plan is in the top 35% of plans for Company Generosity and Investment Menu Quality. Southwest Business Corporation 401k Profit Sharing Plan currently has over 1,500 active participants and over $40.6M in plan assets.

 

 Retirement Plan Details

Address 9311 San Pedro Ste 600
San Antonio, TX 78216 
Industry Insurance Agencies and Brokerages
Administrator Gary Dudley
Net Plan Assets $40,600,000
Total Participants 1,600
Avg Account Balance $27,000

 Compare Other Companies in Peer Group

Keenan & Associates 73.4
Maguire Insurance Agency 70.7
AmWINS Group 70.6
Meadowbrook 70.0
Marsh & McLennan Companies 66.6
ZC Sterling 61.3

 Top 3 Funds in this 401k

1. Gartmore Morley Stable Value 11%
2. American Funds Growth Fund of America 9%
3. Dodge & Cox Stock 9%

  Plan Service Providers

Investment Adviser The Standard
Recordkeeper The Standard
Corporate Trustee Reliance Trust Company
Auditor Padgett, Stratemann & Co., LLP

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