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Company:
Fidelity Bank & Trust
Plan:
Fidelity Profit Sharing Plan - An Employee Stock Ownership Plan
 

Fidelity Bank & Trust

63 Plan:

 
 
63
17
65
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (63) and the top rated plan (87) could equate to:
[How is this calculated?]
13 additional years of work
Up to $86,400 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

Fidelity Profit Sharing Plan - An Employee Stock Ownership Plan is a defined contribution plan with a profit-sharing component and ESOP component. This plan has a BrightScope Rating of 63. This plan is in the top 15% of plans for Company Generosity, Participation Rate, and Total Plan Cost. Fidelity Profit Sharing Plan - An Employee Stock Ownership Plan currently has over 100 active participants and over $9.4M in plan assets.

 

 Retirement Plan Details

Address P.O. Box 277
208 2nd Street S.E.
Dyersville, IA 52040-0277 
Industry Commercial Banking
Administrator Nancy Manary
Net Plan Assets $9,360,000
Total Participants 170
Avg Account Balance $62,000

 Top 3 Funds in this 401k

1. Fidelity Company Common Stock 84%
2. Total Certificates of Deposit 14%
3. Total Common Stocks 0%

  Plan Service Provider

Auditor Jim Kircher & Associates

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