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Company:
Amalie Oil Company
Plan:
Amalie Oil Company Profit Sharing/401k Plan
 

Amalie Oil Company

75 Plan: Amalie Oil Company Profit Sharing/401k Plan

 
 
75
10
62
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (75) and the top rated plan (88) could equate to:
[How is this calculated?]
8 additional years of work
Up to $122,100 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

Amalie Oil Company Profit Sharing/401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity. Amalie Oil Company Profit Sharing/401k Plan currently has over 200 active participants and over $10.6M in plan assets.


 Investment Menu Statistics

No. of Investment Options
19
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Davis New York Venture 16%
2. Morgan Stanley Liquid Asset 16%
3. Oppenheimer Main Street Small- & Mid-Cap 9%

 Retirement Plan Details

Address 1601 Mccloskey Boulevard
Tampa, FL 33605 
Industry Wholesale Trade
Administrator Kenneth D. Barkett
Net Plan Assets $10,600,000
Total Participants 200
Avg Account Balance $59,000

 Compare Other Companies in Peer Group

Vitol 78.9
Irving Oil Terminals 68.1
The McPherson Companies 65.6
Champion Energy 65.4
The SoCo Group 58.9
Burch Oil Company 47.6

  Plan Service Providers

Recordkeeper ADP
Recordkeeper Morgan Stanley
Auditor Pender Newkrik & Company, LLP