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Company:
Jackson Family Enterprises
Plan:
Jackson Family Enterprises 401k Plan
 

Jackson Family Enterprises

64 Plan: Jackson Family Enterprises 401k Plan

 
 
64
11
67
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (64) and the top rated plan (84) could equate to:
[How is this calculated?]
10 additional years of work
Up to $131,900 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

Jackson Family Enterprises 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 15% of plans for Total Plan Cost. Jackson Family Enterprises 401k Plan currently has over 1,300 active participants and over $46.2M in plan assets.

 

 Retirement Plan Details

Address 425 Aviation Boulevard
Santa Rosa, CA 95403 
Industry Wineries
Administrator Joel Miller
Net Plan Assets $46,200,000
Total Participants 1,400
Avg Account Balance $35,000

 Top 3 Funds in this 401k

1. Charles Schwab Stable Value Fund 24%
2. Vanguard Total Bond Market Index 19%
3. Vanguard 500 Index 7%

  Plan Service Providers

Recordkeeper Charles Schwab
Investment Adviser Arnerich Massena
Auditor Moss Adams

 Comments