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Company:
R.W. Smith & Co.
Plan:
R.W. Smith & Co. Employee Stock Ownership Plan
 

R.W. Smith & Co.

72 Plan:

 
 
72
10
59
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (72) and the top rated plan (88) could equate to:
[How is this calculated?]
10 additional years of work
Up to $28,500 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

R.W. Smith & Co. Employee Stock Ownership Plan is a defined contribution plan with a stock bonus component and leveraged ESOP component. This plan has a BrightScope Rating of 72, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity, Participation Rate, and Total Plan Cost. R.W. Smith & Co. Employee Stock Ownership Plan currently has over 100 active participants and over $12.0M in plan assets.

 

 Retirement Plan Details

Address Po Box 26160
San Diego, CA 92196-0160 
Industry Wholesale Trade
Administrator Allan Keck
Sponsor Allan Keck, President
Net Plan Assets $12,000,000
Total Participants 150
Avg Account Balance $58,000

 Top 2 Funds in this 401k

1. R.W. Smith & Co. 98%
2. Accessor US Government Money Market 1%

  Plan Service Provider

Auditor Slabaugh Accountancy Corporation

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