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Company:
Tom Wood, Inc.
Plan:
Tom Wood Group 401k Profit Sharing Plan
 

Tom Wood, Inc.

64 Plan:

 
 
64
11
57
78
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (64) and the top rated plan (78) could equate to:
[How is this calculated?]
6 additional years of work
Up to $117,000 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.

 

 Comments

Retirement Plan Description

Tom Wood Group 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 35% of plans for Investment Menu Quality. Tom Wood Group 401k Profit Sharing Plan currently has over 500 active participants and over $13.6M in plan assets.

 Retirement Plan Details

Address 3003 East 98th Street, Ste 201
Indianapolis, IN 46280 
Industry New Car Dealers
Administrator Tracy A. Kueber
Net Plan Assets $13,600,000
Total Participants 530
Avg Account Balance $26,000

 Top 3 Funds in this 401k

1. TD Ameritrade Managed Retirement Balanced 27%
2. TD Ameritrade Managed Retirement Growth 17%
3. Wells Fargo Stable Return Trust 9%

  Plan Service Providers

Recordkeeper McCready & Keene
Investment Adviser Axia Advisory Corporation
Corporate Trustee Fiserv, Inc.
Auditor K.B. Parrish & Co.

  Plan Data Vault

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