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Company:
R.A. Smith National, Inc.
Plan:
R.A. Smith National, Inc. 401k Incentive and Savings Plan
 

R.A. Smith National, Inc.

71 Plan: R.A. Smith National, Inc. 401k Incentive and Savings Plan

 
 
71
39
74
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (71) and the top rated plan (90) could equate to:
[How is this calculated?]
12 additional years of work
Up to $111,100 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.A. Smith National, Inc. 401k Incentive and Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Account Balances and Salary Deferral. R.A. Smith National, Inc. 401k Incentive and Savings Plan currently has over 200 active participants and over $18.0M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 16745 W.Bluemound Road, Suite 200
Brookfield, WI 53005-5938 
Industry Engineering Services
Administrator Darline Hoffins
Net Plan Assets $18,000,000
Total Participants 230
Avg Account Balance $77,000

 Compare Other Companies in Peer Group

Ricondo & Associates 87.3
Rutherford & Chekene 84.2
Allgeier, Martin & Associates 82.7
Ruekert & Mielke 77.6
Wenck Associates 76.9
Chemical & Industrial Engineering 76.8

 Top 3 Funds in this 401k

1. Wells Fargo Stable Value 18%
2. American Funds Growth Fund of America 13%
3. American Funds EuroPacific Growth 11%

  Plan Service Providers

Investment Adviser Baker Tilly
Recordkeeper DailyAccess Corporation
Consultant DailyAccess Corporation
Corporate Trustee Reliance Trust Company
Auditor Winter, Kloman, Moter & Repp, S.C.

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