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Company:
Stephen Wade Group
Plan:
Stephen Wade Group 401k Plan
 

Stephen Wade Group

43 Plan: Stephen Wade Group 401k Plan

 
 
43
30
57
75
0
10
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30
40
50
60
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100
For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (43) and the top rated plan (75) could equate to:
[How is this calculated?]
12 additional years of work
Up to $248,100 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

Stephen Wade Group 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 43. This plan is in the top 35% of plans for Investment Menu Quality. Stephen Wade Group 401k Plan currently has over 200 active participants and over $1.6M in plan assets.

 

 Retirement Plan Details

Address 1630 So Hilton Drive
St. George, UT 84770-6749 
Industry New Car Dealers
Administrator Stephen Wade Group
Net Plan Assets $1,570,000
Total Participants 240
Avg Account Balance $6,500

 Top 3 Funds in this 401k

1. MassMutual Aggressive Journey 34%
2. MassMutual Moderate Journey 14%
3. MassMutual Ultra Aggressive Journey 9%

  Plan Service Providers

Auditor James & Co.
Recordkeeper MassMutual
Insurance Carrier MassMutual
Insurance Advisor/Broker Shawn C Thompson
Insurance Advisor/Broker Tad Gygi

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