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Company:
William Wallace Enterprises, Inc.
Plan:
Wallace Automotive Group 401k Plan
 

William Wallace Enterprises, Inc.

59 Plan: Wallace Automotive Group 401k Plan

 
 
59
33
58
75
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (59) and the top rated plan (75) could equate to:
[How is this calculated?]
7 additional years of work
Up to $115,000 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

Wallace Automotive Group 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Salary Deferral. Wallace Automotive Group 401k Plan currently has over 200 active participants and over $2.9M in plan assets.

 

 Retirement Plan Details

Address 3801 Se Federal Hwy
Stuart, FL 34997-4944 
Industry New Car Dealers
Administrator Judith Powell
Net Plan Assets $2,950,000
Total Participants 210
Avg Account Balance $14,000

 Top 3 Funds in this 401k

1. Oppenheimer Moderate Investor 36%
2. Oppenheimer Conservative Investor 19%
3. Oppenheimer Active Allocation 17%

  Plan Service Provider

Auditor Crowe Horwath LLP

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