Overview

Plan Rating

BrightScope Rating
58
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (43)
Average in Peer Group (66)
Highest in Peer Group (85)

Plan Description

A.L. Schutzman Company, 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 58. A.L. Schutzman Company, Inc. 401k Profit Sharing Plan currently has over 100 active participants and over $7.8M in plan assets.

Did you know?

For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (58) and the top rated plan (85) could equate to:
14
Additional years of work
141,305
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address N21 W23560 Ridgeview Parkway West
  • Location
    Waukesha , WI
  • 53188
  • Industry
    Wholesale Trade
  • Administrator
    Jodi Yanko
  • Net Plan Assets
    $7,830,000
  • Total Participants
    180
  • Avg Account Balance
    $56,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

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

Performance

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

Peer Group Plans

Company Rating
All Market 73.9
Nonni's Foods, LLC 69.6
Well Luck Co. 68.1
N. Kohl Grocer Co. 67.9
Albert Uster Imports 67.9
Dicarlo Distributors 58.3

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

22

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Century Investments One Choice 87%
14%
Putnam Stable Value Fund 5%
N/A
American Funds EuroPacific Growth 1%
19%
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
John Hancock
Investment Adviser
Morgan Stanley
Auditor
Sikich LLP

Articles and Questions

Boeing Plan Report (Updated)

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