Overview

Plan Rating

BrightScope Rating
50
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (42)
Average in Peer Group (68)
Highest in Peer Group (84)

Plan Description

Amerequip Corporation Union Employees 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. Amerequip Corporation Union Employees 401k Plan currently has over 200 active participants and over $614.5K in plan assets.

Did you know?

For the average 401k participant, the 34 point difference between this plan's BrightScope Rating (50) and the top rated plan (84) could equate to:
15
Additional years of work
222,674
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1015 Calumet Avenue
  • Location
    Kiel , WI
  • 53042-9624
  • Industry
    Manufacturing
  • Administrator
    Gary Brochtrup
  • Net Plan Assets
    $610,000
  • Total Participants
    220
  • Avg Account Balance
    $9,500

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Ag Systems 75.1
A. R. Wilfley & Sons 74.2
Van Doren Sales 70.7
Gremada Industries 62.9
Hiniker Company 58.1
Quality Metal Products 45.8
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

21

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
State Street Moderate Strategic Balanced 20%
N/A
State Street S&P 500 Index 12%
N/A
State Street Aggressive Strategic Balanced 12%
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
ADP
Auditor
WIPFLI Hewins Investment Advisors LLC

Articles and Questions

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