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Company:
Sully Cooperative Exchange
Plan:
The Restated Thrfit/Profit Sharing Plan for Cooperatives
 

Sully Cooperative Exchange

63 Plan: The Restated Thrfit/Profit Sharing Plan for Cooperatives

 
 
63
21
57
80
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (63) and the top rated plan (80) could equate to:
[How is this calculated?]
8 additional years of work
Up to $152,100 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

The Restated Thrfit/Profit Sharing Plan for Cooperatives is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 35% of plans for Total Plan Cost. The Restated Thrfit/Profit Sharing Plan for Cooperatives currently has over 100 active participants and over $5.1M in plan assets.

 

 Retirement Plan Details

Address Po Box 250
Sully, IA 50251-0250 
Industry Agriculture, Forestry, Fishing and Hunting
Administrator John A. Schweers
Sponsor James R Magnuson
Net Plan Assets $5,150,000
Total Participants 120
Avg Account Balance $42,000

 Top 3 Funds in this 401k

1. Wells Fargo Stable Return Trust 36%
2. Dodge & Cox Stock 12%
3. Vanguard Institutional Index 10%

  Plan Service Providers

Auditor Deloitte & Touche, LLP
Corporate Trustee Wells Fargo (Wachovia)
Corporate Trustee Deloitte & Touche, LLP

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