The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 61. This plan is in the top 15% of plans for Investment Menu Quality. The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan currently has over 1,400 active participants and over $56.4M in plan assets.
|1.||John Hancock Funds II Lifestyle Balanced||15%|
|2.||The Leavitt Group, Inc. Common Stock||9%|
|3.||John Hancock Funds II Lifestyle Growth||9%|
P.O. Box 130
Cedar City, UT 84721
|Industry||Insurance Agencies and Brokerages|
|Administrator||Mark G. Kenney|
|Net Plan Assets||$56,400,000|
|Avg Account Balance||$57,000|
|Marsh & McLennan Companies||75.7|
|Maguire Insurance Agency||72.0|
|Keenan & Associates||61.9|
Please visit the vault to keep your 401k plan information accurate and up-to-date.