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Company:
Hollstadt & Associates, Inc.
Plan:
Hollstadt & Associates, Inc. Retirement Savings Plan
 

Hollstadt & Associates, Inc.

80 Plan: Hollstadt & Associates, Inc. Retirement Savings Plan

 
 
80
35
70
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (80) and the top rated plan (85) could equate to:
[How is this calculated?]
4 additional years of work
Up to $12,800 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

Hollstadt & Associates, Inc. Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 80, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity, Participation Rate, and Salary Deferral. Hollstadt & Associates, Inc. Retirement Savings Plan currently has over 100 active participants and over $5.8M in plan assets.

 

 Retirement Plan Details

Address 200 East Travelers Trail
Suite 210
Burnsville, MN 55337 
Industry Custom Computer Programming Services
Administrator Amy Jensen
Net Plan Assets $5,850,000
Total Participants 130
Avg Account Balance $46,000

 Top 3 Funds in this 401k

1. Transamerica Partners Stock Index 11%
2. Transamerica Partners Core Bond 10%
3. Transamerica General Account 9%

  Plan Service Providers

Insurance Carrier Transamerica
Insurance Advisor/Broker NFP Securities, Inc.
Recordkeeper ABN AMRO Trust Services Company
Consultant NFP Securities, Inc.
Auditor Wipfli, LLP

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