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Company:
Stuart Jeep, Inc.
Plan:
Stuart Jeep, Inc. 401k Plan
 

Stuart Jeep, Inc.

41 Plan: Stuart Jeep, Inc. 401k Plan

 
 
41
30
57
75
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 34 point difference between this plan's BrightScope Rating (41) and the top rated plan (75) could equate to:
[How is this calculated?]
12 additional years of work
Up to $264,600 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

Stuart Jeep, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 41. This plan is in the top 35% of plans for Investment Menu Quality. Stuart Jeep, Inc. 401k Plan currently has over 100 active participants and over $376.1K in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 2695 Se Federal Hwy
Stuart, FL 34994-4534 
Industry New Car Dealers
Administrator Thomas P. Willett
Net Plan Assets $380,000
Total Participants 110
Avg Account Balance $4,600

 Compare Other Companies in Peer Group

David A. Campbell 64.1
Woody Anderson Ford 55.3
Royal Equities Group 49.2
Russ Dean Ford 44.7
Paretti Motor Company, Inc. dba... 43.6
Sun State Ford 38.7

 Top 3 Funds in this 401k

1. Oppenheimer Developing Markets 29%
2. John Hancock Funds II Lifestyle Balanced 24%
3. Oppenheimer Global 14%

  Plan Service Providers

Insurance Carrier John Hancock
Auditor Templeton & Company, LLP
Insurance Advisor/Broker 1st Global Capital Corp.

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