Overview

Plan Rating

BrightScope Rating
77
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (37)
Average in Peer Group (75)
Highest in Peer Group (88)

Plan Description

J. F. Shea Company, Inc. Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Account Balances, Salary Deferral, and Total Plan Cost. J. F. Shea Company, Inc. Retirement Savings Plan currently has over 2,700 active participants and over $351.4M in plan assets.

Did you know?

For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (77) and the top rated plan (88) could equate to:
7
Additional years of work
90,577
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 655 Brea Canyon Rd Po Box 489
  • Location
    Walnut , CA
  • 91788
  • Industry
    Construction
  • Administrator
    Louise Clark
  • Sponsor
    Ronald Lee Lakey
  • Net Plan Assets
    $351,000,000
  • Total Participants
    2,800
  • Avg Account Balance
    $140,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Lendlease Americas Holdings 83.4
Skanska USA Building 82.8
Hoffman 76.0
KB Home 75.6
Austin Industries 64.2
Primoris Services 59.9

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 26%
34%
MassMutual Guaranteed Interest Account 22%
N/A
Vanguard Institutional Index 11%
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
MassMutual
Recordkeeper
MassMutual
Auditor
Hedman & Associates, CPAs

Articles and Questions

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