Overview

Plan Rating

BrightScope Rating
53
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (9)
Average in Peer Group (65)
Highest in Peer Group (89)

Plan Description

Advanced Heat Treat Corp. 401k Deferred Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. This plan is in the top 35% of plans for Account Balances and Company Generosity. Advanced Heat Treat Corp. 401k Deferred Savings Plan currently has over 100 active participants and over $7.2M in plan assets.

Did you know?

For the average 401k participant, the 36 point difference between this plan's BrightScope Rating (53) and the top rated plan (89) could equate to:
17
Additional years of work
243,532
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 8/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2825 Midport Blvd.
  • Location
    Waterloo , IA
  • 50703
  • Industry
    Manufacturing
  • Administrator
    Janet Ekstrom
  • Net Plan Assets
    $7,240,000
  • Total Participants
    140
  • Avg Account Balance
    $74,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Great

Performance

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

Peer Group Plans

Company Rating
Virginia Panel 77.4
Actuant 75.4
Electron Energy 68.5
Gibbs Wire & Steel Company 66.6
American Implement 66.3
Cascade Engineering 63.9
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

56

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan Mid Cap Value 10%
N/A
Franklin Mutual Global Discovery 9%
N/A
John Hancock Disciplined Value 7%
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
Insurance Advisor/Broker
John Hancock
Insurance Advisor/Broker
Stifel, Nicolaus & Company, Inc.
Auditor
BerganKDV Wealth Management, LLC

Articles and Questions

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