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Company:
R&B Wagner, Inc.
Plan:
The Wagner Companies Retirement Plan
 

R&B Wagner, Inc.

69 Plan: The Wagner Companies Retirement Plan

 
 
69
38
64
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (69) and the top rated plan (85) could equate to:
[How is this calculated?]
8 additional years of work
Up to $105,700 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

The Wagner Companies Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 15% of plans for Account Balances. The Wagner Companies Retirement Plan currently has over 100 active participants and over $18.5M in plan assets.

 

 Retirement Plan Details

Address 10600 W. Brown Deer Rd
Milwaukee, WI 53224 
Industry Manufacturing
Administrator Stanley J Wos
Net Plan Assets $18,500,000
Total Participants 140
Avg Account Balance $140,000

 Top 3 Funds in this 401k

1. Total Common Stocks 39%
2. Harbor International 10%
3. Victory Diversified Stock 9%

  Plan Service Providers

Recordkeeper Newport Group
Investment Adviser Francis Investment Counsel LLC
Investment Adviser Beadell
Corporate Trustee Wilmington Trust Corp.
Auditor Freyberg Hinkle Et Al

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