6 additional years of work Up to $94,800 in lost retirement savings.O'Rielly Motor Company & Affiliates Employee Investment/Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. This plan is in the top 15% of plans for Investment Menu Quality. O'Rielly Motor Company & Affiliates Employee Investment/Savings Plan currently has over 100 active participants and over $7.6M in plan assets.
| Address |
940 N Finance Center Dr
Tucson, AZ 85710-1344 |
| Industry | New Car Dealers |
| Administrator | Veronica Bartz |
| Sponsor | R. B. Orielly |
| Net Plan Assets | $7,580,000 |
| Total Participants | 200 |
| Avg Account Balance | $38,000 |
| Young Chevrolet Company | 65.4 |
| Expressway Dodge | 64.8 |
| Anderson Automotive Group | 64.0 |
| Palmen Motors | 61.9 |
| Bill Marsh Automotive Group | 61.7 |
| Kool Chevrolet | 61.2 |
| 1. | Principal Money Market | 13% |
| 2. | Vanguard International Value | 11% |
| 3. | Principal SmallCap S&P 600 Index | 8% |
| Insurance Carrier | Principal Financial Group |
| Administration | Principal Financial Group |
| Auditor | R & A CPAS |
| Insurance Advisor/Broker | David W Stombaugh |
| Recordkeeper | Principal Financial Group |
BrightScope Rating
Comments