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Company:
Phelps-Tointon, Inc.
Plan:
Phelps-Tointon, Inc. Profit Sharing Plan
 

Phelps-Tointon, Inc.

62 Plan: Phelps-Tointon, Inc. Profit Sharing Plan

 
 
62
21
60
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (62) and the top rated plan (86) could equate to:
[How is this calculated?]
13 additional years of work
Up to $167,400 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

Phelps-Tointon, Inc. Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. This plan is in the top 35% of plans for Account Balances and Participation Rate. Phelps-Tointon, Inc. Profit Sharing Plan currently has over 300 active participants and over $21.0M in plan assets.

 

 Retirement Plan Details

Address P.O. Box 9
Greeley, CO 80632-0009 
Industry Construction
Administrator Travis W. Gillmore
Net Plan Assets $21,000,000
Total Participants 340
Avg Account Balance $64,000

 Top 3 Funds in this 401k

1. Total Common Stocks 24%
2. PIMCO Total Return 16%
3. Total Limited Partnerships 8%

  Plan Service Providers

Recordkeeper Milliman
Auditor Sample & Bailey, P.C.

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