Oatey Co. Profit Sharing Retirement Trust and Savings Incentive 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 Account Balances, Company Generosity, Investment Menu Quality, and Participation Rate. Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan currently has over 700 active participants and over $48.5M in plan assets.
|1.||Fidelity Managed Income Portfolio||12%|
|2.||Oakmark Equity & Income||12%|
|3.||Fidelity Spartan 500 Index||10%|
4700 West 160th Street
Cleveland, OH 44135
|Net Plan Assets||$48,500,000|
|Avg Account Balance||$66,000|
|FN Manufacturing, LLC||75.3|
|VSC Fire & Security||64.8|
|Investment Adviser||Highland Consulting Associates|
|Consultant||Highland Consulting Associates|
|Investment Adviser||Strategic Advisors|
|Auditor||SS&G Financial Services, Inc.|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
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