Dahlquist and Lutzow Architects, Ltd.

71
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
71
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (24)
Average in Peer Group (67)
Highest in Peer Group (88)

Plan Description

Dahlquist and Lutzow Architects, Ltd. 401K Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Total Plan Cost. Dahlquist and Lutzow Architects, Ltd. 401K Plan currently has fewer than 100 active participants and over $1.4M in plan assets.

Did you know?

For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (71) and the top rated plan (88) could equate to:
10
Additional years of work
80,584
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 5/31/2011
Plan is exempt from the general requirement under Title I of ERISA requiring an independent audit.
Address Two Pierce Place, Suite 1300
  • Location
    Itasca , IL
  • 60143
  • Industry
    Architectural Services
  • Administrator
    Thomas Mcinerney
  • Net Plan Assets
    $1,390,000
  • Total Participants
    40
  • Avg Account Balance
    $36,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Hood & Strong, LLP 78.9
LTM 77.2
PBK Architects 72.8
Wlc Architects 69.4
Alfred Benesch & Company 59.4
DST Industries 55.4
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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 LifeStrategy Growth 31%
13%
Vanguard LifeStrategy Moderate Growth 13%
19%
Vanguard LifeStrategy Conservative Growth 12%
29%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Articles and Questions

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