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Company:
Yale/Chase Equipment and Services, Inc.
Plan:
Yale/Chase Materials Handling, Inc. Retirement Savings Plan
 

Yale/Chase Equipment and Services, Inc.

59 Plan: Yale/Chase Materials Handling, Inc. Retirement Savings Plan

 
 
59
11
57
82
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (59) and the top rated plan (82) could equate to:
[How is this calculated?]
10 additional years of work
Up to $155,000 in lost retirement 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.

 

Retirement Plan Description

Yale/Chase Materials Handling, Inc. Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 15% of plans for Participation Rate. Yale/Chase Materials Handling, Inc. Retirement Savings Plan currently has over 200 active participants and over $6.3M in plan assets.

 

 Retirement Plan Details

Address 2615 Pellissier Place
Whittier, CA 90601 
Industry All Other Motor Vehicle Dealers
Administrator Olivia Macias
Net Plan Assets $6,300,000
Total Participants 290
Avg Account Balance $22,000

 Top 3 Funds in this 401k

1. Transamerica General Account 19%
2. Fidelity Advisor Mid Cap 8%
3. Janus Forty 8%

  Plan Service Providers

Insurance Carrier Transamerica
Insurance Advisor/Broker Qa3 Financial Corp
Insurance Advisor/Broker Next Financial Group, Inc.
Consultant Qa3 Financial Corp
Recordkeeper ABN AMRO Trust Services Company
Consultant Next Financial Group, Inc.
Auditor Les Shapiro Company, LLP

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