Overview

Plan Rating

BrightScope Rating
75
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (37)
Average in Peer Group (67)
Highest in Peer Group (90)

Plan Description

Amalie Oil Company Profit Sharing/401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Account Balances and Company Generosity. Amalie Oil Company Profit Sharing/401k Plan currently has over 100 active participants and over $16.2M in plan assets.

Did you know?

For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (75) and the top rated plan (90) could equate to:
10
Additional years of work
92,728
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 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1601 Mccloskey Boulevard
  • Location
    Tampa , FL
  • 33605
  • Industry
    Wholesale Trade
  • Administrator
    Ken Barkett
  • Net Plan Assets
    $16,200,000
  • Total Participants
    190
  • Avg Account Balance
    $90,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Harms Oil Company 76.5
MERS 73.9
Harbor Enterprises 71.7
Carroll Independent Fuel Company 62.5
Champion Energy 61.8
Vitol 47.9
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Investments

Investment Menu Stats

# of Investment Options

25

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Davis New York Venture 16%
70%
Oppenheimer Main Street Mid Cap 10%
55%
Oppenheimer International Growth 10%
31%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
ADP
Auditor
Warren Averett Asset Management, LLC