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Company:
Alexco, LLC
Plan:
Alexco, LLC Retirement Plan and Trust I
 

Alexco, LLC

54 Plan: Alexco, LLC Retirement Plan and Trust I

 
 
54
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80
0
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For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (54) and the top rated plan (80) could equate to:
[How is this calculated?]
12 additional years of work
Up to $160,200 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

Alexco, LLC Retirement Plan and Trust I is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. This plan is in the top 15% of plans for Investment Menu Quality. Alexco, LLC Retirement Plan and Trust I currently has over 100 active participants and over $2.9M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
56
Plan Average: 24
Top 3 Funds in this 401k
1. John Hancock Funds II Lifestyle Balanced 35%
2. John Hancock Funds II Lifestyle Moderate 19%
3. John Hancock Funds II Lifestyle Growth 9%

 Retirement Plan Details

Address 6520 W. Allison Rd.
Chandler, AZ 85226-5214 
Industry Manufacturing
Administrator Alan Gold, CPA
Net Plan Assets $2,890,000
Total Participants 180
Avg Account Balance $28,000

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Morgan Stanley Insurance Services
Auditor Walt-Ace, Plese + Dreher, LLP

 Comments