Overview

Plan Rating

BrightScope Rating
30
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (28)
Average in Peer Group (58)
Highest in Peer Group (83)

Plan Description

Oberweis Dairy, 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 30. Oberweis Dairy, Inc. 401k Profit Sharing Plan currently has over 700 active participants and over $16.1M in plan assets.

Did you know?

For the average 401k participant, the 53 point difference between this plan's BrightScope Rating (30) and the top rated plan (83) could equate to:
22
Additional years of work
397,565
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 951 Ice Cream Drive, Suite 100
  • Location
    North Aurora , IL
  • 60542
  • Industry
    Manufacturing
  • Administrator
    Jeffrey Wilhelm
  • Net Plan Assets
    $16,100,000
  • Total Participants
    760
  • Avg Account Balance
    $35,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

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

Performance

Participation Rate:
Poor
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.

Peer Group Plans

Company Rating
Sartori Company 67.4
Masters Gallery Foods 66.0
Cacique 62.4
Galliker Dairy Company 61.8
Foremost Farms USA 59.0
Aurora Organic Dairy 55.9
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Investments

Investment Menu Stats

# of Investment Options

16

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds Growth Fund of America 22%
16%
American Funds Fundamental Investors 16%
14%
American Funds Money Market 8%
91%
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
CPI Qualified Plan Consultants, Inc.
Auditor
McGladrey Wealth Management LLC