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Company:
San Diego Volvo, Inc.
Plan:
San Diego Volvo, Inc. 401k Profit Sharing Plan
 

San Diego Volvo, Inc.

50 Plan:

 
 
50
30
57
75
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (50) and the top rated plan (75) could equate to:
[How is this calculated?]
9 additional years of work
Up to $200,000 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

San Diego Volvo, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. This plan is in the top 15% of plans for Investment Menu Quality. San Diego Volvo, Inc. 401k Profit Sharing Plan currently has over 200 active participants and over $2.8M in plan assets.

 

 Retirement Plan Details

Address 5316 Kearny Mesa Rd
San Diego, CA 92111-1802 
Industry New Car Dealers
Administrator Wesley G. Hinkle
Net Plan Assets $2,830,000
Total Participants 220
Avg Account Balance $13,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 21%
2. John Hancock Funds II Lifestyle Balanced 15%
3. John Hancock Funds II Lifestyle Aggressive 11%

  Plan Service Providers

Auditor Douglas Ashbrook, CPA
Insurance Carrier John Hancock
Insurance Advisor/Broker AIG

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