Overview

Plan Rating

BrightScope Rating
70
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (28)
Average in Peer Group (58)
Highest in Peer Group (83)

Plan Description

O-AT-KA Milk Products Cooperative, Inc. 401k Plan for Union Employees is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Participation Rate. O-AT-KA Milk Products Cooperative, Inc. 401k Plan for Union Employees currently has over 200 active participants and over $15.7M in plan assets.

Did you know?

For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (70) and the top rated plan (83) could equate to:
6
Additional years of work
109,613
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address P.O. Box 718
  • Location
    Batavia , NY
  • 14021-0718
  • Industry
    Manufacturing
  • Administrator
    Lori Lukasik
  • Net Plan Assets
    $15,700,000
  • Total Participants
    210
  • Avg Account Balance
    $74,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Mullins’ Cheese 71.5
Instantwhip Foods 69.0
Sartori Company 67.4
Beech-Nut Nutrition 63.8
Cacique 62.4
Galliker Dairy Company 61.8
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Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 79%
9%
Participant Loans 7%
N/A
Morgan Stanley Institutional Growth 1%
40%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Fidelity
Investment Adviser
Strategic Advisors
Auditor
Dopkins & Co

Articles and Questions

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