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Company:
Exceptional Persons, Inc.
Plan:
Retirement Plan For Employees Of Exceptional Persons, Inc.
 

Exceptional Persons, Inc.

59 Plan: Retirement Plan For Employees Of Exceptional Persons, Inc.

 
 
59
19
51
79
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (59) and the top rated plan (79) could equate to:
[How is this calculated?]
10 additional years of work
Up to $76,300 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

Retirement Plan For Employees Of Exceptional Persons, Inc. is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Participation Rate and Total Plan Cost. Retirement Plan For Employees Of Exceptional Persons, Inc. currently has over 200 active participants and over $4.0M in plan assets.

 

 Retirement Plan Details

Address 760 Ansborough Ave
Waterloo, IA 50701-5714 
Industry Health Care and Social Assistance
Administrator Christopher Sparks
Net Plan Assets $3,950,000
Total Participants 290
Avg Account Balance $14,000

 Top 3 Funds in this 401k

1. Invesco Stable Value Fund 15%
2. Vanguard Target Retirement 2015 13%
3. American Funds Growth Fund of America 10%

  Plan Service Providers

Auditor Hogan-Hansen, P.C.
Corporate Trustee Community National Bank
Insurance Carrier Mutual of America
Insurance Advisor/Broker Paul Wierzba
Insurance Advisor/Broker Broc Berge
Insurance Advisor/Broker Patrick Ring
Insurance Advisor/Broker James Clement
Insurance Advisor/Broker Christopher Reed

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