D & F Equipment Sales, Inc.

34
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
34
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (27)
Average in Peer Group (66)
Highest in Peer Group (88)

Plan Description

D & F Equipment Sales, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 34. D & F Equipment Sales, Inc. 401k Plan currently has over 100 active participants and over $1.2M in plan assets.

Did you know?

For the average 401k participant, the 54 point difference between this plan's BrightScope Rating (34) and the top rated plan (88) could equate to:
24
Additional years of work
413,510
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 12/31/2011
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address P.O. Box 275
  • Location
    Crossville , AL
  • 35962
  • Industry
    Manufacturing
  • Administrator
    Dawn Knox
  • Net Plan Assets
    $1,180,000
  • Total Participants
    170
  • Avg Account Balance
    $23,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Peer Group Plans

Company Rating
KBA North America 61.8
Chicago Dryer Company 60.0
Ellis 57.0
The Middleby 52.5
Garsite/Progress, LLC 49.1
Fimco 48.1
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Investments

Investment Menu Stats

# of Investment Options

33

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
John Hancock Lifestyle Balanced 33%
N/A
John Hancock Lifestyle Growth 19%
N/A
John Hancock Lifestyle Moderate 7%
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
John Hancock
Insurance Advisor/Broker
Raymond James & Associates, Inc.
Insurance Advisor/Broker
Edward Jones
Recordkeeper
John Hancock
Auditor
Machen, Mcchesney & Chastain, LLP

Articles and Questions