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Company:
Bloomington Ford, Inc.
Plan:
Walnut Group 401k Retirement Plan 1
 

Bloomington Ford, Inc.

49 Plan: Walnut Group 401k Retirement Plan 1

 
 
49
27
52
63
0
10
20
30
40
50
60
70
80
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100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (49) and the top rated plan (63) could equate to:
[How is this calculated?]
5 additional years of work
Up to $128,600 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

Walnut Group 401k Retirement Plan 1 is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 49. This plan is in the top 35% of plans for Investment Menu Quality. Walnut Group 401k Retirement Plan 1 currently has over 100 active participants and over $2.0M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
45
Plan Average: 24
Top 3 Funds in this 401k
1. John Hancock Funds II Lifestyle Aggressive 29%
2. John Hancock Funds II Lifestyle Growth 28%
3. John Hancock Funds II Lifestyle Balanced 9%

 Retirement Plan Details

Address 2200 S. Walnut St.
Bloomington, IN 47401-6520 
Industry New Car Dealers
Administrator Thomas C. Martin, Pres.
Net Plan Assets $2,010,000
Total Participants 170
Avg Account Balance $38,000

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Hilliard Lyons
Auditor K.B. Parrish & Co.

 Comments