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Company:
W. A. Roosevelt Company
Plan:
W.A. Roosevelt Company Employees' Retirement Plan
 

W. A. Roosevelt Company

59 Plan: W.A. Roosevelt Company Employees' Retirement Plan

 
 
59
45
66
84
0
10
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60
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100
For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (59) and the top rated plan (84) could equate to:
[How is this calculated?]
12 additional years of work
Up to $144,600 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

W.A. Roosevelt Company Employees' Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Account Balances. W.A. Roosevelt Company Employees' Retirement Plan currently has over 100 active participants and over $5.9M in plan assets.

 

 Retirement Plan Details

Address 2727 Commerce Stret
La Crosse, WI 54603 
Industry Wholesale Trade
Administrator Andrew Esser
Net Plan Assets $5,930,000
Total Participants 110
Avg Account Balance $52,000

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 12%
2. PIMCO Total Return 12%
3. Nuveen Mid Cap Growth Opportunities 11%

  Plan Service Providers

Corporate Trustee Great-West Life
Auditor Hawkins, Ash, Baptie, & Co., LLP

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