Overview

Plan Rating

BrightScope Rating
56
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (23)
Average in Peer Group (70)
Highest in Peer Group (86)

Plan Description

Chas. M. Sledd Company Employees' 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 56. This plan is in the top 15% of plans for Account Balances. Chas. M. Sledd Company Employees' 401k Profit Sharing Plan currently has over 200 active participants and over $14.2M in plan assets.

Did you know?

For the average 401k participant, the 30 point difference between this plan's BrightScope Rating (56) and the top rated plan (86) could equate to:
15
Additional years of work
147,650
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 100 East Cove Extension, Po Box 201
  • Location
    Wheeling , WV
  • 26003
  • Industry
    Other Miscellaneous Nondurable Goods Merchant Wholesalers
  • Net Plan Assets
    $14,200,000
  • Total Participants
    240
  • Avg Account Balance
    $110,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
ACR Electronics 81.3
Sure Fit 73.4
Bob Barker Company 71.1
Medi USA, L.P. 69.8
Moyer & Son 68.3
Art Supply Enterprises 66.8

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
Loomis Sayles Investment Grade Bond 14%
N/A
Transamerica Stable Value Fund 10%
N/A
Morgan Stanley Growth Retirement Account 8%
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
Transamerica
Insurance Advisor/Broker
Avantax Insurance Agency, LLC
Recordkeeper
Transamerica
Auditor
Lally, Lally & Co., LLC

Articles and Questions

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