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Company:
Whitaker Contractors, Inc.
Plan:
Whitaker Contractors, Inc. 401k Profit Sharing Plan
 

Whitaker Contractors, Inc.

55 Plan: Whitaker Contractors, Inc. 401k Profit Sharing Plan

 
 
55
28
67
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (55) and the top rated plan (84) could equate to:
[How is this calculated?]
14 additional years of work
Up to $174,400 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

Whitaker Contractors, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 55. This plan is in the top 15% of plans for Company Generosity and Investment Menu Quality. Whitaker Contractors, Inc. 401k Profit Sharing Plan currently has fewer than 100 active participants and over $3.8M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
51
Plan Average: 24
Top 3 Funds in this 401k
1. AdvisorOne Amerigo 15%
2. Participant Loans 10%
3. Self-Directed Brokerage Accounts 10%

 Retirement Plan Details

Address 2752 Concrete Court
Paso Robles, CA 93446 
Industry Construction
Administrator Kathy Whitaker
Net Plan Assets $3,800,000
Total Participants 67
Avg Account Balance $70,000

  Plan Service Providers

Insurance Carrier Nationwide
Insurance Advisor/Broker Hornor, Townsend & Kent
Recordkeeper Benefit & Retirement Strategies
Investment Adviser CLS Investments
Auditor Caliber Audit & Attest, LLP

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