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Company:
Stern Industries, Incorporated
Plan:
Stern Industries, Inc. 401k Plan
 

Stern Industries, Incorporated

43 Plan: Stern Industries, Inc. 401k Plan

 
 
43
10
60
80
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 37 point difference between this plan's BrightScope Rating (43) and the top rated plan (80) could equate to:
[How is this calculated?]
15 additional years of work
Up to $271,500 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

Stern Industries, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 43. This plan is in the top 15% of plans for Investment Menu Quality. Stern Industries, Inc. 401k Plan currently has over 100 active participants and over $1.7M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
25
Plan Average: 24
Top 3 Funds in this 401k
1. American Century Value 22%
2. Templeton Growth 10%
3. Calvert Cash Reserves Institutional Prime 8%

 Retirement Plan Details

Address 7756 College Road
Baxter, MN 56425 
Industry Other Miscellaneous Durable Goods Merchant Wholesalers
Administrator Shawn Hunstad
Net Plan Assets $1,680,000
Total Participants 100
Avg Account Balance $18,000

  Plan Service Providers

Insurance Carrier UNIFI Companies
Insurance Advisor/Broker LPL Financial Corp. (NRP)
Recordkeeper UNIFI Companies
Auditor Licari, Larsen & Co. Ltd

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