Home  >   401k Directory   >   TRICOR Insurance and Financial Services
 
Company:
TRICOR Insurance and Financial Services
Plan:
TRICOR, Inc. 401k Profit Sharing Plan
 

TRICOR Insurance and Financial Services

63 Plan: TRICOR, Inc. 401k Profit Sharing Plan

 
 
63
38
70
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (63) and the top rated plan (85) could equate to:
[How is this calculated?]
11 additional years of work
Up to $112,400 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

TRICOR, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 35% of plans for Investment Menu Quality. TRICOR, Inc. 401k Profit Sharing Plan currently has over 100 active participants and over $5.3M in plan assets.

 

 Retirement Plan Details

Address 230 West Cherry Street
P.O. Box 450
Lancaster, WI 53813 
Industry Insurance Agencies and Brokerages
Administrator David Fritz
Net Plan Assets $5,250,000
Total Participants 140
Avg Account Balance $38,000

 Compare Other Companies in Peer Group

CAH Holdings 77.6
Kinloch Holdings 72.2
Rampart Brokerage 69.0
Westland Insurance 68.5
Thompson Insurance Enterprises 68.5
J.M. Wilson 64.2

 Top 3 Funds in this 401k

1. Oppenheimer Global 14%
2. American Funds Growth Fund of America 10%
3. Nationwide Best of America Fixed Fund 9%

  Plan Service Providers

Administration Pension Specialists, Inc.
Insurance Carrier Nationwide
Insurance Advisor/Broker ProEquities, Inc.
Auditor Krueger & Associates, P.C.

 Comments