Overview

Plan Rating

BrightScope Rating
59
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (16)
Average in Peer Group (68)
Highest in Peer Group (90)

Plan Description

A.L. George LLC 401k Salary Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Account Balances and Company Generosity. A.L. George LLC 401k Salary Savings Plan currently has over 200 active participants and over $11.4M in plan assets.

Did you know?

For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (59) and the top rated plan (90) could equate to:
17
Additional years of work
127,025
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 7655 Edgecomb Dr
  • Location
    Liverpool , NY
  • 13088
  • Industry
    Wholesale Trade
  • Administrator
    Deborah Herbert
  • Net Plan Assets
    $11,400,000
  • Total Participants
    250
  • Avg Account Balance
    $87,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Katcef Brothers 65.6
O&W 64.3
City Beverages, LLC 60.9
Griffin Beverage Company 60.3
Det Distributing Company 58.7
Baker Distributing 54.6
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

20

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
MFS Growth Allocation 16%
15%
MFS Aggressive Growth Allocation 11%
2%
Federated Capital Preservation Fund 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
Recordkeeper
MassMutual
Auditor
Piaker & Lyons

Articles and Questions

Boeing Plan Report (Updated)

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