Overview

Plan Rating

BrightScope Rating
47
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (6)
Average in Peer Group (66)
Highest in Peer Group (86)

Plan Description

D.W. Tool, Inc. Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 47. D.W. Tool, Inc. Savings Plan currently has over 300 active participants and over $3.2M in plan assets.

Did you know?

For the average 401k participant, the 39 point difference between this plan's BrightScope Rating (47) and the top rated plan (86) could equate to:
17
Additional years of work
216,691
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 9/30/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 5830 State Highway V
  • Location
    Jackson , MO
  • 63755
  • Industry
    Manufacturing
  • Administrator
    Donald D. Wahlers
  • Net Plan Assets
    $3,160,000
  • Total Participants
    400
  • Avg Account Balance
    $9,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Transol 66.4
Polamer Precision 62.6
Rao Manufacturing Company 62.5
Spates Fabricators 60.8
Deshler Group 57.0
Kern Steel Fabrication 54.3

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

15

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
DFA Five-Year Global Fixed Income 29%
98%
DFA US Targeted Value 9%
25%
DFA US Large Cap Value III 9%
31%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Kerber Eck Braeckel LLP
Consultant
Kerber Eck Braeckel LLP
Administration
Newport Group Securities, Inc.
Recordkeeper
Newport Group Securities, Inc.
Auditor
Beussink,Hey,Roe,Seabaugh & Stroder

Articles and Questions

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