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Company:
Halrec, Inc.
Plan:
Stevens Creek Toyota 401k Plan
 

Halrec, Inc.

59 Plan: Stevens Creek Toyota 401k Plan

 
 
59
11
56
78
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 (59) and the top rated plan (78) could equate to:
[How is this calculated?]
8 additional years of work
Up to $152,300 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

Stevens Creek Toyota 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 15% of plans for Investment Menu Quality. Stevens Creek Toyota 401k Plan currently has over 300 active participants and over $7.2M in plan assets.

 

 Retirement Plan Details

Address 4202 Stevens Creek Road
San Jose, CA 95157-0099 
Industry New Car Dealers
Administrator Chaohui Lww
Net Plan Assets $7,170,000
Total Participants 300
Avg Account Balance $24,000

 Top 3 Funds in this 401k

1. John Hancock Money Market 14%
2. John Hancock Funds II Lifestyle Growth 9%
3. Mutual Beacon 5%

  Plan Service Providers

Insurance Carrier John Hancock
Auditor Silicon Valley Accountancy
Insurance Advisor/Broker Financial Telesis, Inc.

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