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Company:
Lockton, Inc.
Plan:
Lockton, Inc. 401k Plan
 

Lockton, Inc.

81 Plan: Lockton, Inc. 401k Plan

 
 
81
41
74
90
0
10
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30
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60
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90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (81) and the top rated plan (90) could equate to:
[How is this calculated?]
7 additional years of work
Up to $74,400 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

Lockton, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81. This plan is in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Lockton, Inc. 401k Plan currently has over 3,000 active participants and over $235.9M in plan assets.

 

 Retirement Plan Details

Address 444 W. 47th Street, Suite 900
Kansas City, MO 64112 
Industry Insurance Agencies and Brokerages
Administrator Theresa Schnelle
Sponsor Stephanie Williams
Net Plan Assets $236,000,000
Total Participants 3,000
Avg Account Balance $78,000

 Top 3 Funds in this 401k

1. Dodge & Cox Balanced 13%
2. Marshall & Ilsley Stable Principal Fund 8%
3. PIMCO Total Return II 8%

  Plan Service Providers

Corporate Trustee Marshall & Ilsley
Recordkeeper Marshall & Ilsley
Auditor Novak Birks, P.C.

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