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Company:
Finley Distributing Company, Inc.
Plan:
Finley Distributing Company 401k and Profit Sharing Plan
 

Finley Distributing Company, Inc.

58 Plan: Finley Distributing Company 401k and Profit Sharing Plan

 
 
58
27
62
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (58) and the top rated plan (84) could equate to:
[How is this calculated?]
13 additional years of work
Up to $161,600 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

Finley Distributing Company 401k and Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 15% of plans for Investment Menu Quality. Finley Distributing Company 401k and Profit Sharing Plan currently has over 100 active participants and over $4.0M in plan assets.

 

 Retirement Plan Details

Address 2104 S Euclid Ave
Tucson, AZ 85713-3653 
Industry Wholesale Trade
Administrator Lisa Zoshin
Sponsor Dennis Shields
Net Plan Assets $3,970,000
Total Participants 130
Avg Account Balance $30,000

 Top 3 Funds in this 401k

1. Principal Equity Income 13%
2. Principal Large Cap S&P 500 Index 10%
3. Principal SmallCap Blend 8%

  Plan Service Providers

Auditor Clifton Gunderson
Administration Principal Financial Group
Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Goodenough Insurance & Investments

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