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Company:
Valley Management, Inc.
Plan:
Valley Management, Inc. 401k Plan and Trust
 

Valley Management, Inc.

48 Plan: Valley Management, Inc. 401k Plan and Trust

 
 
48
7
47
81
0
10
20
30
40
50
60
70
80
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100
For the average 401k participant, the 33 point difference between this plan's BrightScope Rating (48) and the top rated plan (81) could equate to:
[How is this calculated?]
14 additional years of work
Up to $177,000 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

Valley Management, Inc. 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 48. This plan is in the top 15% of plans for Investment Menu Quality. Valley Management, Inc. 401k Plan and Trust currently has over 300 active participants and over $2.6M in plan assets.

 

 Retirement Plan Details

Address 18 Jewelers Park Dr
Suite 100
Neenah, WI 54956-5902 
Industry Full-Service Restaurants
Administrator David W. Rause
Net Plan Assets $2,580,000
Total Participants 340
Avg Account Balance $7,600

 Compare Other Companies in Peer Group

H.T. Rose Enterprises 53.8
Mary's Pizza Shack 44.6
J. Thomas & Company 41.7
Bow and Arrow Manor 41.6
Hillcrest Foods 37.1
Yenman Enterprises 35.7

 Top 3 Funds in this 401k

1. Principal Large Cap S&P 500 Index 24%
2. Principal Diversified International 20%
3. Principal Bond & Mortgage Securities 11%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker LPL Financial Corp.
Administration Principal Financial Group
Auditor Baker Tilly

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