Zachary Confections, Inc. 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 41. This plan is in the top 35% of plans for Investment Menu Quality. Zachary Confections, Inc. 401k Retirement Plan currently has over 200 active participants and over $1.6M in plan assets.
| Address |
2130 W State Road 28
Frankfort, IN 46041-9183 |
| Industry | Manufacturing |
| Administrator | Patrick R Kelly, Trustee |
| Sponsor | Patrick R Kelley, VP Finance & Admi |
| Net Plan Assets | $1,650,000 |
| Total Participants | 290 |
| Avg Account Balance | $5,700 |
| Brown & Haley | 54.7 |
| SweetWorks | 53.5 |
| Impact Confections | 53.1 |
| Doumak | 51.7 |
| Standard Candy Company | 51.0 |
| Chocolates a la Carte | 45.7 |
| 1. | Principal International SmallCap | 20% |
| 2. | Principal Large Cap Growth I | 11% |
| 3. | Principal Large Cap S&P 500 Index | 10% |
| Insurance Carrier | Principal Financial Group |
| Administration | Principal Financial Group |
| Auditor | KSM Business Services |
| Insurance Advisor/Broker | CS Financial Group, Inc. |
| Recordkeeper | Principal Financial Group |

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