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Company:
Bill Robertson & Sons, Inc.
Plan:
Bill Robertson & Sons, Inc. 401k Profit Sharing Plan
 

Bill Robertson & Sons, Inc.

57 Plan: Bill Robertson & Sons, Inc. 401k Profit Sharing Plan

 
 
57
18
55
75
0
10
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30
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100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (57) and the top rated plan (75) could equate to:
[How is this calculated?]
7 additional years of work
Up to $153,700 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

Bill Robertson & Sons, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 57. This plan is in the top 35% of plans for Account Balances. Bill Robertson & Sons, Inc. 401k Profit Sharing Plan currently has over 100 active participants and over $5.7M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
16
Plan Average: 24
Top 3 Funds in this 401k
1. Invesco Equity and Income 23%
2. MFS Value 16%
3. BlackRock Retirement Reserves Money Market 12%

 Retirement Plan Details

Address 6525 Santa Monica Blvd.
Hollywood, CA 90038 
Industry Retail Trade
Administrator Tom Talkington
Net Plan Assets $5,740,000
Total Participants 140
Avg Account Balance $58,000

  Plan Service Providers

Recordkeeper Bank of America Merrill Lynch
Auditor Caldwell,Becker,Dervin,Petrick&Co.

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