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Company:
W.T. Young, LLC
Plan:
W.T. Young, LLC Retirement Plan
 

W.T. Young, LLC

61 Plan: W.T. Young, LLC Retirement Plan

 
 
61
17
59
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (61) and the top rated plan (86) could equate to:
[How is this calculated?]
13 additional years of work
Up to $185,300 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

W.T. Young, LLC Retirement Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 61. This plan is in the top 15% of plans for Participation Rate. W.T. Young, LLC Retirement Plan currently has over 100 active participants and over $11.1M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
16
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. Total Common Stocks 40%
2. JPMorgan Prime Money Market 14%
3. JPMorgan Large Cap Value 6%

 Retirement Plan Details

Address 2225 Young Dr
Lexington, KY 40505-4218 
Industry General Freight Trucking, Local
Administrator Robert L Warren
Net Plan Assets $11,100,000
Total Participants 150
Avg Account Balance $72,000

  Plan Service Providers

Auditor Kring Ray Farley & Riddle Psc
Insurance Carrier MassMutual
Insurance Advisor/Broker Douglas P Horn
Insurance Carrier Mutual Life Insurance Company
Insurance Advisor/Broker Dennis W. Pike
Insurance Advisor/Broker Robert M Preston

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