Overview

Plan Rating

BrightScope Rating
76
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (22)
Average in Peer Group (62)
Highest in Peer Group (83)

Plan Description

Ag Trucking, Inc. Profit Sharing and Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Participation Rate. Ag Trucking, Inc. Profit Sharing and Savings Plan currently has over 100 active participants and over $9.7M in plan assets.

Did you know?

For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (76) and the top rated plan (83) could equate to:
4
Additional years of work
57,732
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address P.o. Box 453 2430 Lincoln Way East
  • Location
    Goshen , IN
  • 46527-0453
  • Industry
    General Freight Trucking, Local
  • Net Plan Assets
    $9,700,000
  • Total Participants
    160
  • Avg Account Balance
    $63,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Above Average

Design

Total Plan Cost:
High Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

11

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Reliance Advisory Trust Inv 60 50%
N/A
Reliance Advisory Trust Inv 40 15%
N/A
Reliance Advisory Trust Inv 80 9%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
The Standard
Recordkeeper
The Standard
Investment Adviser
Everence Trust Company
Auditor
McGladrey Wealth Management LLC

Articles and Questions

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