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Company:
Terlato Wine Group, Ltd.
Plan:
Terlato Wine Group, Ltd. Savings and Retirement Plan
 

Terlato Wine Group, Ltd.

67 Plan: Terlato Wine Group, Ltd. Savings and Retirement Plan

 
 
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83
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For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (67) and the top rated plan (83) could equate to:
[How is this calculated?]
10 additional years of work
Up to $122,500 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

Terlato Wine Group, Ltd. Savings and Retirement Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 67. This plan is in the top 15% of plans for Investment Menu Quality. Terlato Wine Group, Ltd. Savings and Retirement Plan currently has over 400 active participants and over $18.6M in plan assets.

 

 Retirement Plan Details

Address 900 Armour Drive
Lake Bluff, IL 60044 
Industry Wineries
Administrator John Scribner
Net Plan Assets $18,600,000
Total Participants 410
Avg Account Balance $46,000

 Top 3 Funds in this 401k

1. Transamerica Guaranteed Pooled Fund 33%
2. Transamerica Partners Balanced 10%
3. Eaton Vance Large-Cap Value 6%

  Plan Service Providers

Insurance Carrier Transamerica
Recordkeeper ABN AMRO Trust Services Company
Consultant Sheridan Road Financial, LLC
Auditor Sikich LLP

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