Hoefer Wysocki Architects, Llc

71
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
71
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (29)
Average in Peer Group (73)
Highest in Peer Group (87)

Plan Description

Hoefer Wysocki Architects, Llc 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Participation Rate. Hoefer Wysocki Architects, Llc 401k Plan currently has over 100 active participants and over $5.8M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (71) and the top rated plan (87) could equate to:
10
Additional years of work
58,763
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 11460 Tomahawk Creek Parkway Suite 400
  • Location
    Leawood , KS
  • 66211
  • Industry
    Architectural Services
  • Administrator
    Chris Andersen
  • Net Plan Assets
    $5,760,000
  • Total Participants
    150
  • Avg Account Balance
    $39,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Tca Architects 77.9
CSRS 74.1
Sambatek 73.8
Francis Cauffman 70.9
Schuman Lichtenstein Claman Ef 68.6
Bermello, Ajamil & Partners 62.9
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

42

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Century Investments One Choice 66%
N/A
Self-Directed Brokerage Accounts 12%
N/A
John Hancock Stable Value Fund 6%
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
Insurance Carrier
John Hancock
Investment Adviser
Mariner Wealth Advisors, LLC
Recordkeeper
John Hancock
Auditor
RubinBrown Benefits Group

Articles and Questions

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