Overview

Plan Rating

BrightScope Rating
48
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group ()
Average in Peer Group ()
Highest in Peer Group ()

Plan Description

W.W. Transport, 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 48. W.W. Transport, Inc. 401k Profit Sharing Plan currently has over 500 active participants and over $5.1M in plan assets.

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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address Atr, 855 Main Street 4th Floor
  • Location
    Dubuque , IA
  • 52001
  • Industry
    Transportation and Warehousing
  • Administrator
    Jeff Walters
  • Net Plan Assets
    $5,110,000
  • Total Participants
    580
  • Avg Account Balance
    $20,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating

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
ATDynamic Aggressive Growth 31%
N/A
ATDynamic Conservative Growth 17%
N/A
ATDynamic Moderate Growth 13%
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
Corporate Trustee
American Trust Retirement
Investment Adviser
American Trust Retirement
Recordkeeper
American Trust Retirement
Consultant
American Trust Retirement
Corporate Trustee
Two Rivers Bank & Trust
Consultant
Two Rivers Bank & Trust
Auditor
KSM Business Services

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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