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Company:
Advocap, Inc.
Plan:
Advocap, Inc. Retirement Plan
 

Advocap, Inc.

55 Plan: Advocap, Inc. Retirement Plan

 
 
55
7
46
67
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (55) and the top rated plan (67) could equate to:
[How is this calculated?]
5 additional years of work
Up to $70,300 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

Advocap, Inc. Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 55, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Investment Menu Quality. Advocap, Inc. Retirement Plan currently has over 200 active participants and over $1.9M in plan assets.

 

 Retirement Plan Details

Address 19 W 1st St
Fond Du Lac, WI 54935-4122 
Industry Health Care and Social Assistance
Administrator Scott P. Sears
Sponsor Michael S Bonertz
Net Plan Assets $1,910,000
Total Participants 250
Avg Account Balance $7,700

 Compare Other Companies in Peer Group

S.U.C.A.P. 57.3
Safe Horizon 44.1
Star of Hope 40.2
Easter Seal Society of NJ 38.2
Horizon House 37.6
Sunshine Youth Services 7.9

 Top 3 Funds in this 401k

1. Fiserv Strategic Growth 19%
2. Fiserv Tactical Growth 16%
3. Fiserv Strategic Balanced 15%

  Plan Service Providers

Corporate Trustee TD Ameritrade Trust Company
Auditor Schenck Sc
Insurance Carrier Principal Financial Group
Insurance Advisor/Broker First Choice Insurance Agency Inc

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