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Company:
Trust Point Inc.
Plan:
Trust Point Inc. 401k Profit Sharing Plan
 

Trust Point Inc.

80 Plan: Trust Point Inc. 401k Profit Sharing Plan

 
 
80
18
63
87
0
10
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For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (80) and the top rated plan (87) could equate to:
[How is this calculated?]
5 additional years of work
Up to $19,500 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

Trust Point Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 80, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances and Company Generosity. Trust Point Inc. 401k Profit Sharing Plan currently has fewer than 100 active participants and over $6.6M in plan assets.

 

 Retirement Plan Details

Address 230 Front Street North
La Crosse, WI 54601 
Industry Trusts, Estates, and Agency Accounts
Administrator Mary Pietri
Net Plan Assets $6,580,000
Total Participants 83
Avg Account Balance $79,000

 Top 3 Funds in this 401k

1. Harbor Capital Appreciation 11%
2. Allianz NFJ Dividend Value 8%
3. American Beacon Small Cap Value 8%

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