McCormick, Barstow, Sheppard, Wayte & Carruth, LLP

Form 5500 Data

McCormick, Barstow, Sheppard, Wayte & Carruth, LLP

86
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
86
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (38)
Average in Peer Group (84)
Highest in Peer Group (91)

Plan Description

McCormick Barstow 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 86. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. McCormick Barstow 401k Retirement Plan currently has over 200 active participants and over $100.4M in plan assets.

Did you know?

For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (86) and the top rated plan (91) could equate to:
5
Additional years of work
71,568
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7647 North Fresno Street
  • Location
    Fresno , CA
  • 93720-2578
  • Industry
    Offices of Lawyers
  • Net Plan Assets
    $100,000,000
  • Total Participants
    270
  • Avg Account Balance
    $380,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Great

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Great

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

25

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Self-Directed Brokerage Accounts 60%
N/A
American Century Investments One Choice 19%
14%
Wells Fargo Stable Return Trust 4%
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
Insurance Carrier
New York Life
Insurance Carrier
MassMutual
Administration
Carlson, Quinn, & Associates
Investment Adviser
Charles Schwab
Consultant
Charles Schwab
Investment Adviser
Wells Fargo
Consultant
Wells Fargo
Investment Adviser
Morgan Stanley
Consultant
Morgan Stanley
Investment Adviser
Harris Wealth Mgmt Group
Consultant
Harris Wealth Mgmt Group
Recordkeeper
MassMutual
Auditor
Moss Adams

Articles and Questions

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