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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

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

 
 
57
48
61
72
0
10
20
30
40
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60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (57) and the top rated plan (72) could equate to:
[How is this calculated?]
7 additional years of work
Up to $58,100 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 57. 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 $5.9M in plan assets.


 Investment Menu Statistics

No. of Investment Options
18
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Wells Fargo Advantage Growth 14%
2. Wells Fargo Stable Return Trust 13%
3. Oakmark International 11%

 Retirement Plan Details

Address 1350 N. Kolb Rd
Suite 102
Tuscon, AZ 85715 
Industry New Car Dealers
Administrator Veronica Bartz
Net Plan Assets $5,860,000
Total Participants 160
Avg Account Balance $69,000

 Compare Other Companies in Peer Group

Bill Pearce Motors 65.0
Long Motors Company 62.1
William F. Fenton 61.4
Dan Perkins Group 58.4
Concours Motors 57.9
Jim Burke Automotive 48.8

 
Plan Service Providers

Recordkeeper Wells Fargo
Investment Adviser Jeffrey Stewart Sutton
Auditor R & A CPAS