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Company:
Strohm Ballweg, LLP
Plan:
Strohm Ballweg, LLP Retirement Savings Plan
 

Strohm Ballweg, LLP

73 Plan: Strohm Ballweg, LLP Retirement Savings Plan

 
 
73
11
69
85
0
10
20
30
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60
70
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100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (73) and the top rated plan (85) could equate to:
[How is this calculated?]
7 additional years of work
Up to $68,900 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

Strohm Ballweg, LLP Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Salary Deferral. Strohm Ballweg, LLP Retirement Savings Plan currently has fewer than 100 active participants and over $1.2M in plan assets.

 

 Retirement Plan Details

Address 999 Fourier Dr Ste 101
Madison, WI 53717-2914 
Industry Offices of Certified Public Accountants
Administrator Russell Denk
Sponsor Gary Strohm
Net Plan Assets $1,160,000
Total Participants 31
Avg Account Balance $42,000

 Top 3 Funds in this 401k

1. Minnesota Life Money Market 14%
2. Minnesota Life Large Growth Equity VI 13%
3. Minnesota Life International Value III 11%

  Plan Service Providers

Insurance Carrier Minnesota Life
Insurance Advisor/Broker Todd D. Bramson
Insurance Advisor/Broker North Star Consultants, Inc.

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