Page Brothers Associates, Inc.

51
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
51
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (30)
Average in Peer Group (53)
Highest in Peer Group (63)

Plan Description

Coral Springs Auto Mall 401k Retirement Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 51. Coral Springs Auto Mall 401k Retirement Plan currently has over 200 active participants and over $3.6M in plan assets.

Did you know?

For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (51) and the top rated plan (63) could equate to:
4
Additional years of work
93,800
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 12/31/2010
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 9400 West Atlantic Blvd.
  • Location
    Coral Springs , FL
  • 33071-6948
  • Industry
    New Car Dealers
  • Administrator
    Cindy Morrow
  • Net Plan Assets
    $3,570,000
  • Total Participants
    240
  • Avg Account Balance
    $17,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Below Avg.

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Above Average
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.
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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
Bank of America Retirement Preservation Trust 18%
N/A
MFS Growth 16%
19%
MFS Massachusetts Investors Trust 8%
64%
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
Bank of America Merrill Lynch
Auditor
Homes, Lowry, Horn & Johnson, Ltd

Articles and Questions

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