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Company:
M3 Insurance Solutions, Inc.
Plan:
M3 Retirement Savings Plan
 

M3 Insurance Solutions, Inc.

80 Plan: M3 Retirement Savings Plan

 
 
80
40
74
87
0
10
20
30
40
50
60
70
80
90
100
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 $44,700 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

M3 Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 80. This plan is in the top 15% of plans for Account Balances and Company Generosity. M3 Retirement Savings Plan currently has over 200 active participants and over $25.5M in plan assets.

 

 Retirement Plan Details

Address P. O. Box 8950
Madison, WI 53708-8950 
Industry Insurance Agencies and Brokerages
Administrator Thomas Golden
Net Plan Assets $25,500,000
Total Participants 210
Avg Account Balance $130,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 34%
2. John Hancock Funds II Lifestyle Aggressive 19%
3. John Hancock Funds II Lifestyle Balanced 12%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Walnut Street Securities
Insurance Advisor/Broker Kelly Financial, Inc.
Insurance Advisor/Broker Valmark Securities, Inc.
Auditor McGladrey

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