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 (53)
Average in Peer Group (71)
Highest in Peer Group (87)

Plan Description

Anderson Dahlen, Inc. 401k and Profit Sharing 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 Participation Rate. Anderson Dahlen, Inc. 401k and Profit Sharing Plan currently has over 300 active participants and over $30.1M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (71) and the top rated plan (87) could equate to:
9
Additional years of work
66,381
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 6850 Sunwood Drive Nw
  • Location
    Ramsey , MN
  • 55303
  • Industry
    Manufacturing
  • Administrator
    David Knoll
  • Net Plan Assets
    $30,100,000
  • Total Participants
    340
  • Avg Account Balance
    $90,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Raulli & Sons 77.0
W&W-AFCO Steel LLC 72.3
Rommesmo Companies 70.6
United McGill 69.8
Mueller 66.6
Keller Companies 62.8

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

34

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 23%
1%
MetLife Stable Value Fund 9%
N/A
T. Rowe Price New Horizons 7%
42%
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
Newport Group Securities, Inc.
Investment Adviser
UBS Financial Services, Inc.
Corporate Trustee
Newport Trust Company
Auditor
Baker Tilly

Articles and Questions

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