G.W. Berkheimer Co., Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 35% of plans for Account Balances and Investment Menu Quality. G.W. Berkheimer Co., Inc. 401k Plan currently has over 300 active participants and over $28.0M in plan assets.
|1.||JPMorgan Investor Conservative Growth||17%|
|2.||JPMorgan Market Expansion Index||12%|
|3.||JPMorgan Investor Balanced||10%|
6000 Southport Road
Portage, IN 46368
|Administrator||Dean P. Cobble|
|Net Plan Assets||$28,000,000|
|Avg Account Balance||$78,000|
|Consolidated Supply Co.||67.9|
|Thos. Somerville Co.||67.6|
|Granite Group Wholesalers, LLC||63.0|
|Auditor||Swartz, Retson & Co., P.C.|
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