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Company:
Toltz, King, Duvall, Anderson and Associates, Inc.
Plan:
Toltz, King, Duvall, Anderson and Associates, Inc. 401k Flexible Savings Plan and Trust
 

Toltz, King, Duvall, Anderson and Associates, Inc.

75 Plan:

 
 
75
16
73
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
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.

 

 Comments

Retirement Plan Description

Toltz, King, Duvall, Anderson and Associates, Inc. 401k Flexible Savings Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Account Balances and Salary Deferral. Toltz, King, Duvall, Anderson and Associates, Inc. 401k Flexible Savings Plan and Trust currently has over 200 active participants and over $22.2M in plan assets.

 Retirement Plan Details

Address 444 Cedar Street, Suite 1500
St. Paul, MN 55101-2140 
Industry Engineering Services
Administrator Vincent T. Montgomery
Net Plan Assets $22,200,000
Total Participants 250
Avg Account Balance $90,000

 Top 3 Funds in this 401k

1. Wells Fargo Stable Return Trust 18%
2. Wells Fargo Advantage Diversified Equity 11%
3. Janus Overseas 9%

  Plan Service Providers

Corporate Trustee Wells Fargo (Wachovia)
Recordkeeper Wells Fargo (Wachovia)
Auditor Olsen Thielen & Co, Ltd

  Plan Data Vault

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