Overview

Plan Rating

BrightScope Rating
74
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (4)
Average in Peer Group (67)
Highest in Peer Group (88)

Plan Description

True Value Company Savings and Compensation Deferral Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 74. This plan is in the top 35% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. True Value Company Savings and Compensation Deferral Plan currently has over 3,000 active participants and over $239.3M in plan assets.

Did you know?

For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (74) and the top rated plan (88) could equate to:
8
Additional years of work
82,576
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 8600 West Bryn Mawr Avenue
  • Location
    Chicago , IL
  • 60631-3505
  • Industry
    Wholesale Trade
  • Administrator
    Michael Olund
  • Net Plan Assets
    $239,000,000
  • Total Participants
    3,000
  • Avg Account Balance
    $80,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Husky Injection Molding System 78.9
O'Neal Steel 74.4
R.D. Offutt Company 74.2
LEGO Systems 73.7
PACE Supply 71.0
DXP Enterprises 68.1

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 49%
1%
Fidelity 500 Index 20%
10%
Wells Fargo Stable Value 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
Recordkeeper
Fidelity
Auditor
McGladrey Wealth Management LLC

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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