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Company:
S & W Management, Inc.
Plan:
Stevens & Wilkinson Employees 401k Plan
 

S & W Management, Inc.

75 Plan:

 
 
75
24
72
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (75) and the top rated plan (84) could equate to:
[How is this calculated?]
6 additional years of work
Up to $22,400 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.

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 Plan Component Ratings

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Retirement Plan Description

Stevens & Wilkinson Employees 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Investment Menu Quality and Salary Deferral. Stevens & Wilkinson Employees 401k Plan currently has over 100 active participants and over $9.5M in plan assets.

 Retirement Plan Details

Address 100 Peachtree St Nw Ste 2500
Atlanta, GA 30303-1926 
Industry Architectural Services
Administrator E. Lee Morris, III
Sponsor E Lee Morris III
Net Plan Assets $9,500,000
Total Participants 130
Avg Account Balance $71,000

 Compare Other Companies in Peer Group

Cooper Robertson & Partners, LLP 80.8
McLarand Vasquez Emsiek & Partners 76.6
Goody, Clancy & Associates 76.6
Tsoi Kobus & Associates 75.2
BNIM Architects 71.8
Davis, Bowen & Friedel 66.8

 Top 3 Funds in this 401k

1. Davis New York Venture 11%
2. BlackRock Retirement Reserves Money Market 11%
3. Invesco Van Kampen Growth & Income 9%

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