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Company:
Hagerty Brothers Company
Plan:
Hagerty Brothers Company Profit Sharing Plan
 

Hagerty Brothers Company

57 Plan: Hagerty Brothers Company Profit Sharing Plan

 
 
57
19
61
83
0
10
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30
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100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (57) and the top rated plan (83) could equate to:
[How is this calculated?]
12 additional years of work
Up to $164,000 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

Hagerty Brothers Company Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 57. This plan is in the top 35% of plans for Investment Menu Quality. Hagerty Brothers Company Profit Sharing Plan currently has over 100 active participants and over $3.1M in plan assets.

 

 Retirement Plan Details

Address Po Box 1500
Peoria, IL 61655-1500 
Industry Wholesale Trade
Administrator Randy Fellerhoff
Net Plan Assets $3,130,000
Total Participants 140
Avg Account Balance $22,000

 Top 3 Funds in this 401k

1. Associated Bank Money Market 11%
2. Allianz NFJ Large Cap Value 10%
3. American Century Strategic Allocation: Moderate 8%

  Plan Service Providers

Auditor Gordon, Stockman & Waugh, P.C.
Corporate Trustee Associated Trust Company, N.A.

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