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Company:
Todd & Sargent, Inc.
Plan:
Todd & Sargent, Inc. 401k Profit Sharing Plan
 

Todd & Sargent, Inc.

59 Plan: Todd & Sargent, Inc. 401k Profit Sharing Plan

 
 
59
34
70
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (59) and the top rated plan (84) could equate to:
[How is this calculated?]
12 additional years of work
Up to $182,600 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

Todd & Sargent, Inc. 401k Profit Sharing Plan 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 15% of plans for Account Balances. Todd & Sargent, Inc. 401k Profit Sharing Plan currently has over 200 active participants and over $11.9M in plan assets.

 

 Retirement Plan Details

Address 2905 Se 5th Street
Ames, IA 50010 
Industry Construction
Administrator Jerry Murphy
Net Plan Assets $11,900,000
Total Participants 210
Avg Account Balance $56,000

 Top 3 Funds in this 401k

1. T. Rowe Price Retirement 2020 17%
2. T. Rowe Price Retirement 2030 14%
3. PIMCO Total Return 9%

  Plan Service Providers

Auditor Corwin, Reichter & Company, P.C.
Corporate Trustee Wells Fargo (Wachovia)
Recordkeeper Wells Fargo (Wachovia)
Investment Adviser Securian Financial Group, Inc.

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