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Company:
Wagner & Brown, Ltd.
Plan:
Wagner & Brown, Ltd. Employees Profit Sharing and 401k Plan
 

Wagner & Brown, Ltd.

77 Plan: Wagner & Brown, Ltd. Employees Profit Sharing and 401k Plan

 
 
77
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91
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100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (77) and the top rated plan (91) could equate to:
[How is this calculated?]
10 additional years of work
Up to $82,300 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

Wagner & Brown, Ltd. Employees Profit Sharing and 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Account Balances. Wagner & Brown, Ltd. Employees Profit Sharing and 401k Plan currently has over 100 active participants and over $28.3M in plan assets.

 

 Retirement Plan Details

Address Suite 1100 The Summit,
300 North Marienfeld
Midland, TX 79701 
Industry Mining, Quarrying, and Oil and Gas Extraction
Administrator A.J. Brune, III
Net Plan Assets $28,300,000
Total Participants 190
Avg Account Balance $150,000

 Top 3 Funds in this 401k

1. Charles Schwab Stable Value Fund 24%
2. Schwab Personal Choice Retirement Account 13%
3. Calamos Growth 8%

  Plan Service Provider

Auditor Lam Vinson & Company, LLP

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