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Company:
Zimmerman Archtectural Studios, Inc.
Plan:
Zimmerman 401k Plan
 

Zimmerman Archtectural Studios, Inc.

67 Plan: Zimmerman 401k Plan

 
 
67
38
72
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (67) and the top rated plan (90) could equate to:
[How is this calculated?]
13 additional years of work
Up to $165,800 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

Zimmerman 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 67. This plan is in the top 35% of plans for Account Balances, Investment Menu Quality, and Salary Deferral. Zimmerman 401k Plan currently has over 100 active participants and over $6.0M in plan assets.

 

 Retirement Plan Details

Address 2122 West Mt. Vernon Avenue
Milwaukee, WI 53233 
Industry Architectural Services
Administrator David Stroik
Net Plan Assets $6,030,000
Total Participants 120
Avg Account Balance $50,000

 Top 3 Funds in this 401k

1. Davis New York Venture 17%
2. Marshall & Ilsley Stable Principal Fund 11%
3. Artisan Mid Cap Value 8%

  Plan Service Providers

Corporate Trustee Marshall & Ilsley
Recordkeeper Marshall & Ilsley
Auditor Ernst & Young

 Comments