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Company:
Holt of California
Plan:
Holt of California 401k Profit Sharing Plan for Non-Union Employees
 

Holt of California

68 Plan:

 
 
68
33
56
78
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (68) and the top rated plan (78) could equate to:
[How is this calculated?]
5 additional years of work
Up to $33,500 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

Holt of California 401k Profit Sharing Plan for Non-Union Employees is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances and Participation Rate. Holt of California 401k Profit Sharing Plan for Non-Union Employees currently has over 300 active participants and over $28.9M in plan assets.

 

 Retirement Plan Details

Address 7310 Pacific Avenue
Pleasant Grove, CA 95668 
Industry All Other Motor Vehicle Dealers
Administrator Marlene Lawler
Net Plan Assets $28,900,000
Total Participants 320
Avg Account Balance $90,000

 Compare Other Companies in Peer Group

Michigan Cat 72.6
Mike Albert Leasing 67.8
Hennessy Cadillac 67.7
Motor Trucks 62.1
M. H. Logistics 61.7
Truck Centers 55.8

 Top 3 Funds in this 401k

1. PIMCO Total Return 24%
2. American Funds Growth Fund of America 12%
3. BlackRock S&P 500 Index 11%

  Plan Service Providers

Recordkeeper Bank of America Merrill Lynch
Auditor Campbell Taylor & Company

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