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Company:
Oconomowoc Residential Programs, Inc.
Plan:
Oconomowoc Residential Programs, Inc Employee Stock Ownership Plan
 

Oconomowoc Residential Programs, Inc.

51 Plan:

 
 
51
17
47
71
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (51) and the top rated plan (71) could equate to:
[How is this calculated?]
8 additional years of work
Up to $125,300 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

Oconomowoc Residential Programs, Inc Employee Stock Ownership Plan is a defined contribution plan with a profit-sharing component, stock bonus component, and leveraged ESOP component. This plan has a BrightScope Rating of 51. This plan is in the top 15% of plans for Total Plan Cost. Oconomowoc Residential Programs, Inc Employee Stock Ownership Plan currently has over 1,500 active participants and over $10.4M in plan assets.


 Investment Menu Statistics

No. of Investment Options
5
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Oconomowoc Residential Programs, Inc. Common Stock 66%
2. BlackRock Global Allocation 21%
3. Oakmark Equity & Income 9%

 Retirement Plan Details

Address 1746 Executive Dr
Oconomowoc, WI 53066-4830 
Industry Health Care and Social Assistance
Administrator Carol Whitehead
Sponsor James Balestrieri
Net Plan Assets $10,400,000
Total Participants 1,500
Avg Account Balance $7,000

  Plan Service Provider

Auditor BDO Seidman, LLP