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Company:
O'Rielly Motor Company & Affiliates
Plan:
O'Rielly Motor Company & Affiliates Employee Investment/Savings Plan
 

O'Rielly Motor Company & Affiliates

51 Plan: O'Rielly Motor Company & Affiliates Employee Investment/Savings Plan

 
 
51
36
58
70
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (51) and the top rated plan (70) could equate to:
[How is this calculated?]
7 additional years of work
Up to $167,300 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

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 51. This plan is in the top 35% of plans for Account Balances. O'Rielly Motor Company & Affiliates Employee Investment/Savings Plan currently has over 100 active participants and over $5.5M in plan assets.


 Investment Menu Statistics

No. of Investment Options
21
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Principal Money Market 18%
2. Principal MidCap S&P 400 Index 9%
3. Vanguard International Value 8%

 Retirement Plan Details

Address 940 N Finance Center Dr
Tucson, AZ 85710-1344 
Industry New Car Dealers
Administrator Veronica Bartz
Net Plan Assets $5,510,000
Total Participants 150
Avg Account Balance $63,000

 Compare Other Companies in Peer Group

Holmes Motors 61.8
Charlies Motor Mall 60.5
Grand Family Personnel 58.3
Courtesy 54.9
Park Jeep 50.9
Concours Motors 49.6

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker David W Stombaugh
Administration Principal Financial Group
Recordkeeper Principal Financial Group
Auditor R & A CPAS