Overview
Plan Description
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Plan Details
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 6360 Corporate Park Circle, Suite 4
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LocationFort Myers , FL33966
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IndustryAll Other Personal Services
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AdministratorScott Willis
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Net Plan Assets$1,100,000
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Total Participants110
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Avg Account Balance$12,000
Plan Components
Component Ratings
Design
Performance
Design
Performance
Peer Group Plans
Company | Rating |
---|---|
Yellow Jacket Drilling Services, LLC | 61.3 |
Strategic Data Systems | 60.0 |
Bouquet Collection | 58.4 |
Greenscape | 53.1 |
Green Valley Recreation | 52.1 |
General Building Maintenance | 48.5 |
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Top Industry Articles
The Stable Value Guaranteed Income Fund can be a valuable option for the conservative portion of anyone’s portfolio, says Patrick Murphy, CEO, John Hancock Retirement.
HELPER Act would allow Americans to annually take up to $5,250 from a 401(k), 403(b), 457 plan or IRA—tax and penalty free—to pay for college or pay back student loans.
While the GDPR does not directly address U.S. benefit plans, it should be of particular interest to defined contribution plan sponsors and their service providers because they hold personal information for each plan participant.
The Center for Retirement Research says the reduction for claiming early is currently too large while the increase for claiming late is about right.
Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
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Vanguard Group Target Retirement | 89% |
27%
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Vanguard Prime Money Market | 8% |
11%
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Participant Loans | 1% |
N/A
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100%
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100%
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100%
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100%
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View all funds in this plan
Articles and Questions

Boeing Fee Settlement Highlights the High Bar for Large Plans
Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves
Insights
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by Mark K. Lund
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