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Company:
Lewis Tree Service, Inc.
Plan:
The Lewis Tree Service Save Money and Reduce Taxes (SMART) Plan
 

Lewis Tree Service, Inc.

49 Plan:

 
 
49
28
69
92
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 43 point difference between this plan's BrightScope Rating (49) and the top rated plan (92) could equate to:
[How is this calculated?]
23 additional years of work
Up to $193,500 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 Lewis Tree Service Save Money and Reduce Taxes (SMART) Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 49. The Lewis Tree Service Save Money and Reduce Taxes (SMART) Plan currently has over 3,100 active participants and over $13.7M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
32
Plan Average: 24
Top 3 Funds in this 401k
1. Fidelity Retirement Money Market 14%
2. Fidelity Growth Company 7%
3. Fidelity Contrafund 5%

 
Plan Component Ratings

 Retirement Plan Details

Address 300 Lucius Gordon Drive
West Henrietta, NY 14586 
Industry Support Activities for Forestry
Administrator Michael Oconnor
Net Plan Assets $13,700,000
Total Participants 3,100
Avg Account Balance $5,700

 Compare Other Companies in Peer Group

Resource Management Service, LLC 85.1
Pic USA 70.4
American Kennel Club 69.9
Select Sires 67.3
Swiss Valley Farms Cooperative 62.5
Foxworth-Galbraith Lumber Company 46.5

  Plan Service Provider

Auditor Insero & Company CPA's, Pc

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