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Company:
Jacobson Group LP
Plan:
Jacobson Group, Inc. 401k Retirement Savings Plan
 

Jacobson Group LP

60 Plan: Jacobson Group, Inc. 401k Retirement Savings Plan

 
 
60
30
56
82
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 (60) and the top rated plan (82) could equate to:
[How is this calculated?]
10 additional years of work
Up to $78,900 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

Jacobson Group, Inc. 401k Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. This plan is in the top 35% of plans for Participation Rate. Jacobson Group, Inc. 401k Retirement Savings Plan currently has over 100 active participants and over $3.1M in plan assets.

 

 Retirement Plan Details

Address 1219 Appleton Rd
Menasha, WI 54952-1501 
Industry Arts, Entertainment, and Recreation
Administrator Ann Bonneville
Net Plan Assets $3,140,000
Total Participants 110
Avg Account Balance $28,000

 Top 3 Funds in this 401k

1. Fidelity Contrafund 13%
2. Oppenheimer Main Street 12%
3. Thornburg International Value 10%

  Plan Service Providers

Insurance Carrier UNIFI Companies
Insurance Advisor/Broker T.I.C. Inc
Auditor Schenck Sc

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