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Company:
Trendwood, Inc.
Plan:
Trendwood, Inc. Employee Stock Ownership Plan
 

Trendwood, Inc.

47 Plan: Trendwood, Inc. Employee Stock Ownership Plan

 
 
47
10
67
83
0
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For the average 401k participant, the 36 point difference between this plan's BrightScope Rating (47) and the top rated plan (83) could equate to:
[How is this calculated?]
16 additional years of work
Up to $265,400 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

Trendwood, Inc. Employee Stock Ownership Plan is a defined contribution plan with a ESOP component. This plan has a BrightScope Rating of 47. This plan is in the top 15% of plans for Participation Rate. Trendwood, Inc. Employee Stock Ownership Plan currently has over 200 active participants and over $11.9M in plan assets.

 

 Retirement Plan Details

Address 120 East Watkins Street
Phoenix, AZ 85004-2924 
Industry Manufacturing
Administrator Lee Nelms
Net Plan Assets $11,900,000
Total Participants 230
Avg Account Balance $51,000

 Compare Other Companies in Peer Group

Valley Cabinet 69.1
Magneto & Diesel Injector Service 68.4
Muncie Power Products 64.3
Case Systems 58.5
PIN 55.9
Stanley Furniture Company 53.4

 Top 3 Funds in this 401k

1. Trendwood, Inc. Common Stock 71%
2. Total Municipal Bonds 4%
3. Total US Government Securities 4%

  Plan Service Providers

Corporate Trustee Marshall & Ilsley
Investment Adviser Marshall & Ilsley
Recordkeeper Marshall & Ilsley
Insurance Advisor/Broker MetLife
Auditor Walt-Ace, Plese + Dreher, LLP

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