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Company:
J.M. Wilson Corporation
Plan:
J.M. Wilson Corporation Savings Plan
 

J.M. Wilson Corporation

66 Plan: J.M. Wilson Corporation Savings Plan

 
 
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87
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For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (66) and the top rated plan (87) could equate to:
[How is this calculated?]
12 additional years of work
Up to $147,700 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

J.M. Wilson Corporation Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66. This plan is in the top 35% of plans for Account Balances. J.M. Wilson Corporation Savings Plan currently has over 100 active participants and over $5.6M in plan assets.

 

 Retirement Plan Details

Address 8036 Moorsbridge
Portage, MI 49024 
Industry Insurance Agencies and Brokerages
Administrator Wendy Ballast
Net Plan Assets $5,630,000
Total Participants 120
Avg Account Balance $49,000

 Top 3 Funds in this 401k

1. John Hancock Lifecycle 2020 13%
2. John Hancock Lifecycle 2015 10%
3. PIMCO Total Return 9%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Raymond James
Recordkeeper John Hancock
Auditor Brink, Key & Chludzinski

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