Overview

Plan Rating

BrightScope Rating
54
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (11)
Average in Peer Group (62)
Highest in Peer Group (84)

Plan Description

Antonio Sofo & Son Importing Co. Employees' 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. This plan is in the top 35% of plans for Participation Rate. Antonio Sofo & Son Importing Co. Employees' 401k Plan currently has over 500 active participants and over $10.8M in plan assets.

Did you know?

For the average 401k participant, the 30 point difference between this plan's BrightScope Rating (54) and the top rated plan (84) could equate to:
14
Additional years of work
189,572
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 6/30/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 253 Waggoner Blvd.
  • Location
    Toledo , OH
  • 43612
  • Industry
    Wholesale Trade
  • Net Plan Assets
    $10,800,000
  • Total Participants
    520
  • Avg Account Balance
    $21,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Poor
Account Balance:
Below Avg.

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Poor
Account Balance:
Poor

Peer Group Plans

Company Rating
Aceto 83.3
Ergon 77.1
Houdini 74.9
Bluewater Environmental Services 72.9
Amsoil 71.0
Petroleum Marketers 32.2
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Investments

Investment Menu Stats

# of Investment Options

24

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
BlackRock Global Allocation 28%
N/A
American Funds Growth Fund of America 14%
N/A
MFS Massachusetts Investors Trust 8%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Transamerica
Insurance Advisor/Broker
Robert Fayez Ibrahim
Recordkeeper
Transamerica
Recordkeeper
Pension Innovations & Consulting
Auditor
Max Dorfmeister & Co., LLP

Articles and Questions

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