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Company:
Ward and Smith, P.A.
Plan:
Ward and Smith, P.A. Profit Sharing Plan and Trust
 

Ward and Smith, P.A.

82 Plan: Ward and Smith, P.A. Profit Sharing Plan and Trust

 
 
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For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (82) and the top rated plan (89) could equate to:
[How is this calculated?]
5 additional years of work
Up to $49,900 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

Ward and Smith, P.A. Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 82. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Total Plan Cost. Ward and Smith, P.A. Profit Sharing Plan and Trust currently has over 200 active participants and over $47.6M in plan assets.

 

 Retirement Plan Details

Address 1001 College Court
New Bern, NC 28563 
Industry Offices of Lawyers
Administrator Sherry M. Toler
Net Plan Assets $47,600,000
Total Participants 270
Avg Account Balance $190,000

 Top 3 Funds in this 401k

1. MetLife Guaranteed Investment Contract 25%
2. PIMCO Total Return 14%
3. American Funds Growth Fund of America 13%

  Plan Service Provider

Auditor Pittard, Perry & Crone, Inc.

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