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Company:
A. Y. McDonald Industries, Inc.
Plan:
A. Y. McDonald Mfg. Co. Salary Deferment 401k Plan
 

A. Y. McDonald Industries, Inc.

79 Plan: A. Y. McDonald Mfg. Co. Salary Deferment 401k Plan

 
 
79
24
63
84
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 (79) and the top rated plan (84) could equate to:
[How is this calculated?]
3 additional years of work
Up to $61,200 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

A. Y. McDonald Mfg. Co. Salary Deferment 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances. A. Y. McDonald Mfg. Co. Salary Deferment 401k Plan currently has over 100 active participants and over $17.8M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
33
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. Principal Bond & Mortgage Securities 10%
2. Principal Guaranteed Interest Account 9%
3. Principal Large Cap S&P 500 Index 8%

 Retirement Plan Details

Address 4800 Chavenelle Rd
Dubuque, IA 52002-2631 
Industry Manufacturing
Administrator Andy Wilberding
Net Plan Assets $17,800,000
Total Participants 150
Avg Account Balance $120,000

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Steele Capital Management, Inc.
Administration Principal Financial Group
Auditor McGladrey

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