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Company:
Ohio Machinery Company d/b/a Ohio CAT
Plan:
Ohio CAT Incentive Savings Plan
 

Ohio Machinery Company d/b/a Ohio CAT

73 Plan:

 
 
73
19
67
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (73) and the top rated plan (85) could equate to:
[How is this calculated?]
7 additional years of work
Up to $77,100 in lost retirement 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.

 

Retirement Plan Description

Ohio CAT Incentive Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Participation Rate. Ohio CAT Incentive Savings Plan currently has over 400 active participants and over $28.5M in plan assets.


 Investment Menu Statistics

No. of Investment Options
23
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Prudential Guaranteed Income Fund 21%
2. Oakmark Equity & Income 9%
3. Prudential Victory Large Cap Blend 6%

 Retirement Plan Details

Address 3993 East Royalton Road
Broadview Heights, OH 44147 
Industry Wholesale Trade
Administrator David Blocksom
Sponsor Sonja Metzler
Net Plan Assets $28,500,000
Total Participants 470
Avg Account Balance $61,000

  Plan Service Providers

Insurance Carrier Prudential
Insurance Advisor/Broker Joseph S. Kosek
Administration Prudential
Recordkeeper Prudential
Auditor Barnes Wendling CPAs, LLC