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Company:
Walsh Bros.
Plan:
Walsh Bros 401k ESOP Plan and Trust
 

Walsh Bros.

53 Plan: Walsh Bros 401k ESOP Plan and Trust

 
 
53
22
56
75
0
10
20
30
40
50
60
70
80
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100
For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (53) and the top rated plan (75) could equate to:
[How is this calculated?]
10 additional years of work
Up to $101,500 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

Walsh Bros 401k ESOP Plan and Trust is a defined contribution plan with a profit-sharing component, stock bonus component, and 401k feature. This plan has a BrightScope Rating of 53. This plan is in the top 35% of plans for Investment Menu Quality and Total Plan Cost. Walsh Bros 401k ESOP Plan and Trust currently has over 200 active participants and over $4.0M in plan assets.

 

 Retirement Plan Details

Address Po Box 1711
Phoenix, AZ 85001-1711 
Industry Furniture Stores
Administrator Wendy James
Net Plan Assets $3,990,000
Total Participants 250
Avg Account Balance $16,000

 Compare Other Companies in Peer Group

WG&R Furniture Co. 58.7
Weir's Furniture Village 57.5
Unisource Solutions 57.0
Domain 56.8
Smith Brothers of Berne 54.3
Conlin's Furniture 53.0

 Top 3 Funds in this 401k

1. Walsh Bros. Common Stock 36%
2. Wells Fargo Stable Return Trust 14%
3. Wells Fargo Advantage Small Cap Opportunities 13%

  Plan Service Provider

Auditor Schmidt Westergard & Company, PLLC

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