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Company:
The Wells Group, LLC
Plan:
The Wells Group, LLC Profit Sharing Plan
 

The Wells Group, LLC

43 Plan: The Wells Group, LLC Profit Sharing Plan

 
 
43
13
53
78
0
10
20
30
40
50
60
70
80
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100
For the average 401k participant, the 35 point difference between this plan's BrightScope Rating (43) and the top rated plan (78) could equate to:
[How is this calculated?]
15 additional years of work
Up to $221,600 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

The Wells Group, LLC Profit Sharing Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 43. This plan is in the top 15% of plans for Account Balances and Company Generosity. The Wells Group, LLC Profit Sharing Plan currently has over 100 active participants and over $3.1M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
2
Plan Average: 24
Top 2 Funds in this 401k
1. Fidelity Balanced 99%
2. Fidelity Money Market 0%

 
Plan Component Ratings

 Retirement Plan Details

Address P.O. Box 28
West Liberty, KY 41472-0028 
Industry Construction
Administrator Gary Cole
Net Plan Assets $3,080,000
Total Participants 130
Avg Account Balance $120,000

  Plan Service Provider

Auditor Crowe Horwath LLP

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