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Company:
Caldwell Group LLC
Plan:
Caldwell Group Profit Sharing 401k Plan
 

Caldwell Group LLC

57 Plan: Caldwell Group Profit Sharing 401k Plan

 
 
57
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81
0
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For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (57) and the top rated plan (81) could equate to:
[How is this calculated?]
11 additional years of work
Up to $148,000 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

Caldwell Group Profit Sharing 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 57. Caldwell Group Profit Sharing 401k Plan currently has over 600 active participants and over $10.6M in plan assets.

 

 Retirement Plan Details

Address 4000 Tower Road P.O. Box 35770
Louisville, KY 40232 
Industry Manufacturing
Administrator Barry Geswein
Net Plan Assets $10,600,000
Total Participants 690
Avg Account Balance $16,000

 Top 3 Funds in this 401k

1. Vanguard PRIMECAP 24%
2. Dodge & Cox Balanced 16%
3. Fifth Third Stable Value Fund 15%

  Plan Service Provider

Auditor Crowe Horwath LLP

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