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Company:
The Boldt Group, Inc.
Plan:
The Boldt Company's Retirement Plan
 

The Boldt Group, Inc.

75 Plan: The Boldt Company's Retirement Plan

 
 
75
9
71
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (75) and the top rated plan (87) could equate to:
[How is this calculated?]
8 additional years of work
Up to $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

The Boldt Company's Retirement Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Account Balances, Salary Deferral, and Total Plan Cost. The Boldt Company's Retirement Plan currently has over 400 active participants and over $74.1M in plan assets.

 

 Retirement Plan Details

Address Po Box 419
Appleton, WI 54912 
Industry Offices of Other Holding Companies
Administrator Michelle Gawinski
Net Plan Assets $74,100,000
Total Participants 460
Avg Account Balance $160,000

 Top 3 Funds in this 401k

1. PIMCO Total Return 16%
2. Vanguard Intermediate-Term Bond Index 11%
3. Harbor International 10%

  Plan Service Providers

Insurance Carrier Northwestern Mutual
Insurance Carrier Thrivent
Insurance Advisor/Broker Donald J. Kleist
Corporate Trustee Marshall & Ilsley
Recordkeeper Marshall & Ilsley
Auditor Schenck Sc

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