Kaeding Management Group, Llc

41
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
41
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (3)
Average in Peer Group (60)
Highest in Peer Group (84)

Plan Description

Kaeding Management Group, Llc 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 41. Kaeding Management Group, Llc 401k Plan currently has over 200 active participants and over $358.0K in plan assets.

Did you know?

For the average 401k participant, the 43 point difference between this plan's BrightScope Rating (41) and the top rated plan (84) could equate to:
19
Additional years of work
247,995
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 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7900 International Drive Suite 155
  • Location
    Bloomington , MN
  • 55425
  • Industry
    Other Activities Related to Real Estate
  • Administrator
    Frank Burcar
  • Net Plan Assets
    $360,000
  • Total Participants
    260
  • Avg Account Balance
    $5,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Below Avg.
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

24

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 68%
26%
T. Rowe Price Blue Chip Growth 6%
58%
Janus Henderson Triton 5%
35%
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
Corporate Trustee
Bremer Trust
Recordkeeper
Bremer Trust
Auditor
Froehling Anderson

Articles and Questions

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