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Company:
Holt & Bugbee Company
Plan:
Holt & Bugbee Company Retirement Savings Plan
 

Holt & Bugbee Company

57 Plan: Holt & Bugbee Company Retirement Savings Plan

 
 
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86
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For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (57) and the top rated plan (86) could equate to:
[How is this calculated?]
14 additional years of work
Up to $172,100 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

Holt & Bugbee Company Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 57. This plan is in the top 35% of plans for Investment Menu Quality and Participation Rate. Holt & Bugbee Company Retirement Savings Plan currently has over 100 active participants and over $4.6M in plan assets.

 

 Retirement Plan Details

Address 1600 Shawsheen Street
Tewksbury, MA 01876-1531 
Industry Manufacturing
Net Plan Assets $4,560,000
Total Participants 200
Avg Account Balance $23,000

 Top 3 Funds in this 401k

1. Smith Barney Capital Preservation Fund 39%
2. Smith Barney Balanced 23%
3. Smith Barney Large Cap Growth Equity 18%

  Plan Service Providers

Auditor Fay & Associates
Corporate Trustee Citigroup

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