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Company:
The Gary Williams Company
Plan:
Gary Tax Advantaged Savings Program and Profit Sharing Plan
 

The Gary Williams Company

83 Plan: Gary Tax Advantaged Savings Program and Profit Sharing Plan

 
 
83
11
73
89
0
10
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30
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100
For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (83) and the top rated plan (89) could equate to:
[How is this calculated?]
5 additional years of work
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

Gary Tax Advantaged Savings Program and Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Investment Menu Quality, and Salary Deferral. Gary Tax Advantaged Savings Program and Profit Sharing Plan currently has over 200 active participants and over $57.4M in plan assets.

 

 Retirement Plan Details

Address 370 17th Street, Suite 5300
Denver, CO 80202-5653 
Industry Petroleum Refineries
Administrator Sally V. Allen
Net Plan Assets $57,400,000
Total Participants 210
Avg Account Balance $270,000

 Top 3 Funds in this 401k

1. Harbor International 14%
2. Oakmark Equity & Income 11%
3. PIMCO Total Return 10%

  Plan Service Providers

Recordkeeper Milliman
Auditor Scullion, Strasheim & Company

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