Overview

Plan Rating

BrightScope Rating
58
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (42)
Average in Peer Group (69)
Highest in Peer Group (84)

Plan Description

G.W. Berkheimer Co., Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 35% of plans for Account Balances. G.W. Berkheimer Co., Inc. 401k Plan currently has over 300 active participants and over $28.0M in plan assets.

Did you know?

For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (58) and the top rated plan (84) could equate to:
13
Additional years of work
111,619
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 6000 Southport Road
  • Location
    Portage , IN
  • 46368
  • Industry
    Wholesale Trade
  • Administrator
    Dean P. Cobble
  • Net Plan Assets
    $28,000,000
  • Total Participants
    400
  • Avg Account Balance
    $78,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Above Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Above Average

Peer Group Plans

Company Rating
The Habegger 71.4
Blevins 68.2
Consolidated Supply Co. 67.9
Thos. Somerville Co. 67.6
Granite Group Wholesalers, LLC 63.0
PACE Supply 61.8
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Investments

Investment Menu Stats

# of Investment Options

23

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan Investor Conservative Growth 17%
57%
JPMorgan Market Expansion Enhanced Index 12%
21%
JPMorgan Investor Balanced 10%
66%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
JPMorgan
Auditor
Swartz, Retson & Co., P.C.