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Company:
Schwegman, Lundberg & Woessner, P.A.
Plan:
Schwegman, Lundberg & Woessner, P.A. 401k Retirement Plan
 

Schwegman, Lundberg & Woessner, P.A.

81 Plan: Schwegman, Lundberg & Woessner, P.A. 401k Retirement Plan

 
 
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For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (81) and the top rated plan (89) could equate to:
[How is this calculated?]
6 additional years of work
Up to $34,000 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

Schwegman, Lundberg & Woessner, P.A. 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81. This plan is in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Schwegman, Lundberg & Woessner, P.A. 401k Retirement Plan currently has over 200 active participants and over $24.5M in plan assets.

 

 Retirement Plan Details

Address 121 South 8th St, 1600 Tcf Tower
Minneapolis, MN 55402 
Industry Offices of Lawyers
Administrator Thomas Brennan
Sponsor Vicky Hawes
Net Plan Assets $24,500,000
Total Participants 240
Avg Account Balance $100,000

 Top 3 Funds in this 401k

1. Wells Fargo Stable Return Trust 17%
2. Dodge & Cox Balanced 12%
3. Dodge & Cox International Stock 11%

  Plan Service Providers

Corporate Trustee Wells Fargo (Wachovia)
Recordkeeper Wells Fargo (Wachovia)
Auditor Lurie, Besikof, Lapidus & Company LLP

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