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Company:
J. Lohr Winery
Plan:
J. Lohr Winery Employee Stock Ownership Plan
 

J. Lohr Winery

55 Plan:

 
 
55
10
65
83
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 28 point difference between this plan's BrightScope Rating (55) and the top rated plan (83) could equate to:
[How is this calculated?]
15 additional years of work
Up to $195,100 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

J. Lohr Winery Employee Stock Ownership Plan is a defined contribution plan with a stock bonus component and ESOP component. This plan has a BrightScope Rating of 55. This plan is in the top 15% of plans for Account Balances and Total Plan Cost. J. Lohr Winery Employee Stock Ownership Plan currently has over 100 active participants and over $29.2M in plan assets.

 

 Retirement Plan Details

Address 1000 Lenzen Avenue
San Jose, CA 95126 
Industry Wineries
Administrator James Schuett
Net Plan Assets $29,200,000
Total Participants 160
Avg Account Balance $190,000

 Compare Other Companies in Peer Group

Anheuser-Busch 78.5
The Wine Group 78.1
High Falls Operating Company LLC 76.7
Boston Beer 75.2
F. Korbel & Bros. 70.8
Delicato Vineyards 70.6

 Top 3 Funds in this 401k

1. J. Lohr Winery Corporation 77%
2. Total Money Market Funds 13%
3. Total Certificates of Deposit 9%

  Plan Service Provider

Auditor Pfahnl & Hunt CPA's

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