Overview

Plan Rating

BrightScope Rating
60
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (34)
Average in Peer Group (65)
Highest in Peer Group (77)

Plan Description

Western Forms, Inc.'s 401k Profit-Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. This plan is in the top 35% of plans for Total Plan Cost. Western Forms, Inc.'s 401k Profit-Sharing Plan currently has over 100 active participants and over $5.5M in plan assets.

Did you know?

For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (60) and the top rated plan (77) could equate to:
8
Additional years of work
69,315
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 6200 Equitable Rd
  • Location
    Kansas City , MO
  • 64120
  • Industry
    Manufacturing
  • Administrator
    Daniel Ward
  • Net Plan Assets
    $5,460,000
  • Total Participants
    120
  • Avg Account Balance
    $48,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

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

Design

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

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

33

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard 500 Index 35%
13%
American Funds (Capital Group) Target Date Retirement 20%
9%
T. Rowe Price Growth Stock 10%
22%
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
Mariner Wealth Advisors, LLC
Auditor
Marr and Company, Pc

Articles and Questions

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