Overview

Plan Rating

BrightScope Rating
54
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (43)
Average in Peer Group (66)
Highest in Peer Group (85)

Plan Description

Oftedal Construction, Inc. Employee Stock Ownership Plan and Trust is a defined contribution plan with a stock bonus component and ESOP component. This plan has a BrightScope Rating of 54. This plan is in the top 15% of plans for Participation Rate and Total Plan Cost. Oftedal Construction, Inc. Employee Stock Ownership Plan and Trust currently has over 200 active participants and over $8.6M in plan assets.

Did you know?

For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (54) and the top rated plan (85) could equate to:
14
Additional years of work
160,038
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 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address Po Box 400
  • Location
    Miles City , MT
  • 59301
  • Industry
    Highway, Street, and Bridge Construction
  • Administrator
    Roy Thorneycroft
  • Net Plan Assets
    $8,620,000
  • Total Participants
    260
  • Avg Account Balance
    $33,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

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

Investment Menu Stats

# of Investment Options

1

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Oftedal Construction, Inc. Common Stock 100%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Eide Bailly Advisors, LLC