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Company:
Holtz House of Vehicles, Inc.
Plan:
John Holtz Profit Sharing 401k Plan and Trust
 

Holtz House of Vehicles, Inc.

68 Plan: John Holtz Profit Sharing 401k Plan and Trust

 
 
68
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74
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For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (68) and the top rated plan (74) could equate to:
[How is this calculated?]
3 additional years of work
Up to $8,400 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

John Holtz Profit Sharing 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Salary Deferral. John Holtz Profit Sharing 401k Plan and Trust currently has over 200 active participants and over $8.1M in plan assets.

 

 Retirement Plan Details

Address 3955 W Henrietta Rd
Rochester, NY 14623-3731 
Industry New Car Dealers
Net Plan Assets $8,070,000
Total Participants 240
Avg Account Balance $35,000

 Top 3 Funds in this 401k

1. Davis New York Venture 19%
2. BlackRock Fundamental Growth 15%
3. Munder Mid-Cap Core Growth 12%

  Plan Service Provider

Auditor Thaney & Associates CPAS, Pc

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