Overview

Plan Rating

BrightScope Rating
75
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (54)
Average in Peer Group (76)
Highest in Peer Group (88)

Plan Description

A.J. Antunes & Co. Profit Sharing and Employee Savings Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Participation Rate. A.J. Antunes & Co. Profit Sharing and Employee Savings Plan and Trust currently has over 200 active participants and over $19.7M in plan assets.

Did you know?

For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (75) and the top rated plan (88) could equate to:
8
Additional years of work
76,709
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 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 180 Kehoe Blvd P.O. Box 87700
  • Location
    Carol Stream , IL
  • 60188-7700
  • Industry
    Manufacturing
  • Administrator
    Shannon Nelson
  • Net Plan Assets
    $19,700,000
  • Total Participants
    290
  • Avg Account Balance
    $68,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Average
Account Balance:
Average
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

24

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 30%
20%
American Funds Washington Mutual 14%
65%
Morley Stable Value Fund 10%
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
OneAmerica Securities, Inc.
Investment Adviser
DiMeo Schneider & Associates, LLC
Corporate Trustee
BMO Harris Bank, N.A.
Auditor
McGladrey Wealth Management LLC

Articles and Questions

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