Westfield Employee Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Participation Rate. Westfield Employee Retirement Savings Plan currently has over 2,800 active participants and over $205.7M in plan assets.
|1.||Vanguard Institutional Index||15%|
|2.||American Funds EuroPacific Growth||12%|
|3.||T. Rowe Price Equity Income||11%|
P. O. Box 5001, One Park Circle
Westfield Center, OH 44251
|Industry||Insurance Agencies and Brokerages|
|Administrator||Bambi A. Beshire|
|Net Plan Assets||$206,000,000|
|Avg Account Balance||$72,000|
|Board of Trustees I.U.O.E. Annuity...||77.7|
|Computershare US Services||73.1|
|Minnesota Life Insurance Company||72.3|
|Independent Health Association||71.9|
|Massachusetts Mutual Life...||39.2|
|Investment Adviser||Financial Engines|
|Investment Adviser||Newport Group|
|Corporate Trustee||T. Rowe Price|
|Recordkeeper||T. Rowe Price|
|Legal Counsel||The James B. Oswald Company|
|Auditor||SS&G Financial Services, Inc.|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.