Home  >   401k Directory   >   Southwest Lincoln-Mercury, Inc.
 
Company:
Southwest Lincoln-Mercury, Inc.
Plan:
Southwest/Westpoint 401k Plan
 

Southwest Lincoln-Mercury, Inc.

52 Plan: Southwest/Westpoint 401k Plan

 
 
52
11
56
69
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (52) and the top rated plan (69) could equate to:
[How is this calculated?]
8 additional years of work
Up to $153,500 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

Southwest/Westpoint 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. This plan is in the top 15% of plans for Investment Menu Quality. Southwest/Westpoint 401k Plan currently has over 200 active participants and over $4.6M in plan assets.

 

 Retirement Plan Details

Address 10025 Southwest Freeway
Houston, TX 77074 
Industry New Car Dealers
Administrator Carl Bilsky
Net Plan Assets $4,640,000
Total Participants 280
Avg Account Balance $17,000

 Top 3 Funds in this 401k

1. ING Fixed Account 12%
2. Fidelity Contrafund 11%
3. Oppenheimer Global 9%

  Plan Service Providers

Insurance Carrier ING
Insurance Advisor/Broker Morgan Keegan & Company, Inc.
Auditor Easley, Endres, Parkhill, Brackendo

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