A.W. Zengeler Cleaners, Inc.

54
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
54
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (18)
Average in Peer Group (57)
Highest in Peer Group (87)

Plan Description

Yes-Sir Savings Incentive Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. This plan is in the top 35% of plans for Account Balances and Total Plan Cost. Yes-Sir Savings Incentive Retirement Plan currently has over 100 active participants and over $6.6M in plan assets.

Did you know?

For the average 401k participant, the 33 point difference between this plan's BrightScope Rating (54) and the top rated plan (87) could equate to:
16
Additional years of work
191,711
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 666 Dundee Road Bldg 1000, Ste 1001
  • Location
    Northbrook , IL
  • 60062-2810
  • Industry
    Drycleaning and Laundry Services (except Coin-Operated)
  • Administrator
    Thomas Zengeler
  • Net Plan Assets
    $6,630,000
  • Total Participants
    150
  • Avg Account Balance
    $60,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

18

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
DFA One-Year Fixed-Income 19%
N/A
FFTW Income Plus 16%
N/A
DFA US Large Cap Value I 10%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Craig & Associates, LLC

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