Overview

Plan Rating

BrightScope Rating
66
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (47)
Average in Peer Group (67)
Highest in Peer Group (88)

Plan Description

L.F. George, Inc. 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66. This plan is in the top 35% of plans for Account Balances and Participation Rate. L.F. George, Inc. 401k Savings Plan currently has over 100 active participants and over $7.2M in plan assets.

Did you know?

For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (66) and the top rated plan (88) could equate to:
12
Additional years of work
122,899
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 W231n1129 Highway F
  • Location
    Waukesha , WI
  • 53186
  • Industry
    Wholesale Trade
  • Administrator
    Charles Folkman
  • Net Plan Assets
    $7,230,000
  • Total Participants
    120
  • Avg Account Balance
    $61,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

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

Design

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

Performance

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

Peer Group Plans

Company Rating
Wayside Technology Group 70.6
Hydrotech 70.0
Cleaner's Supply 66.3
Planmeca Usa 65.5
Hantover 62.7
Power Products Systems, LLC 61.9
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan SmartRetirement 12%
36%
Columbia Mid Cap Index 11%
64%
Columbia Small Cap Index 10%
73%
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
Empower
Investment Adviser
Spectrum Investment Advisors
Recordkeeper
Empower
Auditor
WIPFLI Hewins Investment Advisors LLC

Articles and Questions

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