A. W. Hastings & Co., LLC
Form 5500 DataOverview
Plan Description
A.W. Hastings & Co., LLC Profit Sharing/401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79. This plan is in the top 15% of plans for Account Balances and Company Generosity. A.W. Hastings & Co., LLC Profit Sharing/401k Plan currently has over 200 active participants and over $36.5M in plan assets.
Did you know?
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (79) and the top rated plan (88) could equate to:
6
Additional years of work
77,133
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 2 Pearson Way
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 2 Pearson Way
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LocationEnfield , CT06082
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IndustryWholesale Trade
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AdministratorJaime Holmes
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Net Plan Assets$36,500,000
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Total Participants200
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Avg Account Balance$180,000
Plan Components
Component Ratings
Design
Total Plan Cost:
Average Fees
Company Generosity:
Great
Performance
Participation Rate:
Above Average
Salary Deferrals:
Above Average
Account Balance:
Great
Design
Total Plan Cost:
Average Fees
Company Generosity:
Great
Performance
Participation Rate:
Above Average
Salary Deferrals:
Above Average
Account Balance:
Great
Peer Group Plans
Company | Rating |
---|---|
Lumbermen's | 74.7 |
Midway Sales & Distributing | 73.5 |
Golden State Lumber | 73.4 |
Gunton | 69.6 |
Brockway-Smith Company | 69.4 |
A. H. Harris & Sons | 65.7 |
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Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
---|---|---|
Fidelity Contrafund | 25% |
86%
|
Fidelity Freedom Funds | 17% |
N/A
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Loomis Sayles Small Cap Growth | 8% |
34%
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100%
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100%
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|
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100%
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|
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100%
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View all funds in this plan
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