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Company:
Shultz Miller, Inc.
Plan:
Shultz Miller, Inc. 401k Retirement Plan
 

Shultz Miller, Inc.

74 Plan: Shultz Miller, Inc. 401k Retirement Plan

 
 
74
35
65
81
0
10
20
30
40
50
60
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100
For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (74) and the top rated plan (81) could equate to:
[How is this calculated?]
3 additional years of work
Up to $50,400 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

Shultz Miller, Inc. 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74. This plan is in the top 15% of plans for Company Generosity and Participation Rate. Shultz Miller, Inc. 401k Retirement Plan currently has over 100 active participants and over $6.2M in plan assets.

 

 Retirement Plan Details

Address 822 John Street
Seattle, WA 98109-5129 
Industry Construction
Administrator Terry Miller
Net Plan Assets $6,230,000
Total Participants 110
Avg Account Balance $56,000

 Top 3 Funds in this 401k

1. Great-West Life Guaranteed Portfolio Fund 18%
2. PIMCO Total Return 13%
3. Lord Abbett Value Opportunities 6%

  Plan Service Providers

Insurance Carrier Great-West Life
Insurance Advisor/Broker John Kennedy
Administration Moran & Associates, Inc.
Auditor Chris Bennett, CPA

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