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Company:
Iberia Investments
Plan:
Iberia Investment Group, LLC 401k Plan
 

Iberia Investments

68 Plan: Iberia Investment Group, LLC 401k Plan

 
 
68
3
59
86
0
10
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50
60
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100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (68) and the top rated plan (86) could equate to:
[How is this calculated?]
10 additional years of work
Up to $86,900 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

Iberia Investment Group, LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 35% of plans for Participation Rate and Total Plan Cost. Iberia Investment Group, LLC 401k Plan currently has over 300 active participants and over $7.4M in plan assets.

 

 Retirement Plan Details

Address 2812 Broken Arrow Rd
New Iberia, LA 70560 
Industry Electrical Contractors and Other Wiring Installation Contractors
Administrator Tommy Breaux
Net Plan Assets $7,370,000
Total Participants 330
Avg Account Balance $23,000

 Top 3 Funds in this 401k

1. Fidelity Contrafund 21%
2. Fidelity Spartan 500 Index 20%
3. Fidelity International Discovery 9%

  Plan Service Provider

Auditor Davidson, Golden & Lundy, P.C.

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