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Company:
Wallis Oil Company, Inc.
Plan:
Wallis Oil Company, Inc. 401k Profit Sharing Retirement Plan
 

Wallis Oil Company, Inc.

58 Plan: Wallis Oil Company, Inc. 401k Profit Sharing Retirement Plan

 
 
58
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50
80
0
10
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60
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100
For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (58) and the top rated plan (80) could equate to:
[How is this calculated?]
10 additional years of work
Up to $100,900 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

Wallis Oil Company, Inc. 401k Profit Sharing Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 15% of plans for Investment Menu Quality. Wallis Oil Company, Inc. 401k Profit Sharing Retirement Plan currently has over 400 active participants and over $7.3M in plan assets.

 

 Retirement Plan Details

Address 106 E. Washington Street
Cuba, MO 65453 
Industry Retail Trade
Administrator Lynn Wallis
Net Plan Assets $7,280,000
Total Participants 430
Avg Account Balance $17,000

 Compare Other Companies in Peer Group

Enmark Stations 61.8
U-Gas 55.4
Truenorth Management, LLC 53.4
M.S.S. 52.9
Certified Oil Company 44.7
Ricker Oil Company 34.4

 Top 3 Funds in this 401k

1. Fidelity Advisor Freedom 2035 15%
2. Fidelity Advisor Freedom 2030 11%
3. Fidelity Advisor Freedom 2025 11%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker CBIZ, Inc.
Administration Principal Financial Group
Auditor Bender, Weltman, Thomas, Perry & Co.

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