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Company:
Stevens Ford Inc.
Plan:
The Stevens Profit Sharing & 401k Employee Savings Plan
 

Stevens Ford Inc.

56 Plan: The Stevens Profit Sharing & 401k Employee Savings Plan

 
 
56
30
57
75
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (56) and the top rated plan (75) could equate to:
[How is this calculated?]
7 additional years of work
Up to $101,700 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

The Stevens Profit Sharing & 401k Employee Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 56. The Stevens Profit Sharing & 401k Employee Savings Plan currently has fewer than 100 active participants and over $3.4M in plan assets.

 

 Retirement Plan Details

Address 717 Bridgeport Avenue
Milford, CT 06460-3168 
Industry New Car Dealers
Administrator David Sevens
Sponsor David Stevens
Net Plan Assets $3,390,000
Total Participants 90
Avg Account Balance $38,000

 Top 3 Funds in this 401k

1. Transamerica Premier WMC Diversified Growth 23%
2. Transamerica Multi-Managed Balanced 10%
3. Fidelity Advisor Diversified Stock 9%

  Plan Service Provider

Auditor Caron & Bletzer, PLLC

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