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Company:
R & R Insurance Services, Inc.
Plan:
R & R Insurance Services, Inc. 401k Profit Sharing Plan
 

R & R Insurance Services, Inc.

77 Plan: R & R Insurance Services, Inc. 401k Profit Sharing Plan

 
 
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88
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For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (77) and the top rated plan (88) could equate to:
[How is this calculated?]
8 additional years of work
Up to $52,300 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

R & R Insurance Services, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Participation Rate. R & R Insurance Services, Inc. 401k Profit Sharing Plan currently has over 100 active participants and over $21.9M in plan assets.

 

 Retirement Plan Details

Address 1581 East Racine Ave.
Waukesha, WI 53186-6826 
Industry Insurance Agencies and Brokerages
Administrator Ken Kumrow
Net Plan Assets $21,900,000
Total Participants 180
Avg Account Balance $120,000

 Top 3 Funds in this 401k

1. MFS Fixed Fund 16%
2. MFS Bond 9%
3. American Funds Growth Fund of America 7%

  Plan Service Providers

Recordkeeper Hartford
Recordkeeper GPC Securities, Inc.
Auditor Wegner LLP

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