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Company:
Capistrano Ford
Plan:
Capistrano Ford 401k Profit Sharing Plan
 

Capistrano Ford

55 Plan: Capistrano Ford 401k Profit Sharing Plan

 
 
55
37
57
75
0
10
20
30
40
50
60
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100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (55) and the top rated plan (75) could equate to:
[How is this calculated?]
7 additional years of work
Up to $125,100 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

Capistrano Ford 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 55. This plan is in the top 15% of plans for Investment Menu Quality. Capistrano Ford 401k Profit Sharing Plan currently has over 100 active participants and over $1.7M in plan assets.

 

 Retirement Plan Details

Address 33949 Camino Capistrano
San Juan Capistrano, CA 92675-4800 
Industry New Car Dealers
Administrator Orval Paul
Net Plan Assets $1,690,000
Total Participants 110
Avg Account Balance $15,000

 Top 3 Funds in this 401k

1. Oppenheimer Developing Markets 35%
2. John Hancock Funds II Lifestyle Growth 17%
3. Participant Loans 11%

  Plan Service Providers

Auditor Wright Ford Young
Insurance Carrier John Hancock
Recordkeeper John Hancock
Insurance Advisor/Broker Capital Analysts, Inc

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