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Company:
Hourly Employees of Local 2138, USWA
Plan:
Local 2138 USWA Retirement Savings Plan
 

Hourly Employees of Local 2138, USWA

58 Plan: Local 2138 USWA Retirement Savings Plan

 
 
58
11
70
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (58) and the top rated plan (89) could equate to:
[How is this calculated?]
17 additional years of work
Up to $164,600 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

Local 2138 USWA Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 15% of plans for Investment Menu Quality and Participation Rate. Local 2138 USWA Retirement Savings Plan currently has over 200 active participants and over $7.4M in plan assets.

 

 Retirement Plan Details

Address 3120 Terry Lane
Eau Claire, WI 54703-1241 
Industry Other Services (except Public Administration)
Administrator Buddy Horner
Net Plan Assets $7,360,000
Total Participants 220
Avg Account Balance $34,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Balanced 22%
2. John Hancock Funds II Lifestyle Aggressive 17%
3. John Hancock Funds II Lifestyle Growth 8%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker None
Recordkeeper John Hancock
Recordkeeper Baker Tilly
Auditor Larson Allen LLP

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