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Company:
Ryley, Carlock & Applewhite
Plan:
Ryley, Carlock & Applewhite Tax-Sheltered Savings Plan
 

Ryley, Carlock & Applewhite

76 Plan: Ryley, Carlock & Applewhite Tax-Sheltered Savings Plan

 
 
76
24
80
88
0
10
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30
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100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (76) and the top rated plan (88) could equate to:
[How is this calculated?]
8 additional years of work
Up to $41,600 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

Ryley, Carlock & Applewhite Tax-Sheltered Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances. Ryley, Carlock & Applewhite Tax-Sheltered Savings Plan currently has over 200 active participants and over $26.8M in plan assets.

 

 Retirement Plan Details

Address 1 N Central Ave Ste 1200
Phoenix, AZ 85004-4417 
Industry Offices of Lawyers
Administrator L. Shannon Bryant
Net Plan Assets $26,800,000
Total Participants 270
Avg Account Balance $99,000

 Top 3 Funds in this 401k

1. Schwab Personal Choice Retirement Account 16%
2. American Funds Growth Fund of America 11%
3. Vanguard Total Bond Market Index 10%

  Plan Service Providers

Recordkeeper Charles Schwab
Investment Adviser Defined Contribution Advisors, Inc.
Investment Adviser Foothills Asset Management, Ltd.
Auditor Mukai, Greenlee, & Company, P.C.

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