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Company:
Bill Marsh Automotive Group, Inc.
Plan:
Bill Marsh Auto Group 401k Plan & Trust
 

Bill Marsh Automotive Group, Inc.

64 Plan: Bill Marsh Auto Group 401k Plan & Trust

 
 
64
44
63
74
0
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100
For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (64) and the top rated plan (74) could equate to:
[How is this calculated?]
4 additional years of work
Up to $101,600 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

Bill Marsh Auto Group 401k Plan & Trust 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 15% of plans for Investment Menu Quality. Bill Marsh Auto Group 401k Plan & Trust currently has over 100 active participants and over $7.3M in plan assets.

 

 Retirement Plan Details

Address 1621 S Garfield Ave
Traverse City, MI 49686-4335 
Industry New Car Dealers
Administrator David M. Stave Cfo
Net Plan Assets $7,320,000
Total Participants 200
Avg Account Balance $37,000

 Top 3 Funds in this 401k

1. Vanguard 500 Index 21%
2. PIMCO Real Return 8%
3. Selected American Shares 8%

  Plan Service Providers

Auditor Plante & Moran, PLLC
Recordkeeper The Standard
Investment Adviser Plante & Moran, PLLC
Insurance Carrier Allianz
Insurance Advisor/Broker Paul Downs
Insurance Advisor/Broker Mark W. Wayne

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