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Company:
Trefethen Vineyards Winery, Inc.
Plan:
Trefethen Profit Sharing & 401k Savings Plan
 

Trefethen Vineyards Winery, Inc.

64 Plan: Trefethen Profit Sharing & 401k Savings Plan

 
 
64
25
61
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (64) and the top rated plan (85) could equate to:
[How is this calculated?]
10 additional years of work
Up to $171,700 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

Trefethen Profit Sharing & 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 35% of plans for Account Balances and Total Plan Cost. Trefethen Profit Sharing & 401k Savings Plan currently has over 100 active participants and over $5.6M in plan assets.

 

 Retirement Plan Details

Address Po Box 2460
Napa, CA 94558-0291 
Industry Wineries
Administrator David C. Whitehouse, Jr.
Net Plan Assets $5,560,000
Total Participants 100
Avg Account Balance $55,000

 Top 3 Funds in this 401k

1. Invesco Van Kampen Comstock 17%
2. T. Rowe Price Growth Stock 11%
3. PIMCO Total Return 11%

  Plan Service Provider

Auditor Blanding Boyer & Rockwell

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