Overview

Plan Rating

BrightScope Rating
66
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (27)
Average in Peer Group (68)
Highest in Peer Group (86)

Plan Description

Chuck Latham Associates, Inc. Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66. This plan is in the top 35% of plans for Company Generosity. Chuck Latham Associates, Inc. Profit Sharing Plan currently has over 100 active participants and over $5.2M in plan assets.

Did you know?

For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (66) and the top rated plan (86) could equate to:
11
Additional years of work
98,317
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 18403 Longs Way Unit 102
  • Location
    Parker , CO
  • 80134
  • Industry
    Other Miscellaneous Nondurable Goods Merchant Wholesalers
  • Administrator
    Kari Motz
  • Net Plan Assets
    $5,160,000
  • Total Participants
    140
  • Avg Account Balance
    $54,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Above Average

Peer Group Plans

Company Rating
Kowa American 71.4
W. Joe Shaw, Ltd. 70.8
Diamond Fertilizer Co. 62.9
Caudill Seed and Warehouse Co. 62.8
Chambers & Owen 56.4
Abatix 54.4

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

23

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 62%
16%
Oakmark 10%
97%
TD Ameritrade Self-Directed Brokerage Account 7%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Castle Rock Investment Company
Recordkeeper
Vanguard Group
Auditor
Brock and Company CPAS P C.

Articles and Questions

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