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Company:
The Allee Corporation
Plan:
The Allee Corporation 401k Plan and Trust
 

The Allee Corporation

46 Plan: The Allee Corporation 401k Plan and Trust

 
 
46
14
57
75
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (46) and the top rated plan (75) could equate to:
[How is this calculated?]
11 additional years of work
Up to $244,500 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

The Allee Corporation 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 46. This plan is in the top 35% of plans for Investment Menu Quality. The Allee Corporation 401k Plan and Trust currently has over 200 active participants and over $2.5M in plan assets.

 

 Retirement Plan Details

Address 12277 Shiloh Road
Dallas, TX 75228 
Industry New Car Dealers
Administrator Clare Hendershot
Sponsor Rhonda Biddy
Net Plan Assets $2,490,000
Total Participants 280
Avg Account Balance $9,000

 Top 3 Funds in this 401k

1. Janus Aspen Flexible Bond 10%
2. American United Life OneAmerica Money Market 10%
3. SSgA S&P 500 Flagship 6%

  Plan Service Providers

Insurance Carrier American United Life
Insurance Advisor/Broker Harvey Wolff
Recordkeeper American United Life
Auditor Turner, Vedrenne & Howard

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