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Company:
Wheeler Machinery Co.
Plan:
Wheeler Macinery Co. Bargaining Unit 401k Plan
 

Wheeler Machinery Co.

70 Plan:

 
 
70
34
57
79
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (70) and the top rated plan (79) could equate to:
[How is this calculated?]
4 additional years of work
Up to $62,700 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

Wheeler Macinery Co. Bargaining Unit 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Participation Rate. Wheeler Macinery Co. Bargaining Unit 401k Plan currently has over 500 active participants and over $8.9M in plan assets.

 

 Retirement Plan Details

Address 4910 W 2100 S
Salt Lake City, UT 84120-1226 
Industry Retail Trade
Administrator Jeffrey A. Ipsen
Sponsor Robert Campbell
Net Plan Assets $8,860,000
Total Participants 520
Avg Account Balance $17,000

 Compare Other Companies in Peer Group

Z & E Management 60.8
Meadows Farms 59.2
Heritage Capital 58.4
HCI Ho-Chunk 54.3
Atwood Distributing L.P. 51.2
800-JR Cigar 48.5

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 21%
2. Prudential Jennison 20/20 Focus 14%
3. Prudential Stable Value 13%

  Plan Service Provider

Auditor Carver Florek & James, LLC

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