Overview

Plan Rating

BrightScope Rating
52
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (22)
Average in Peer Group (56)
Highest in Peer Group (67)

Plan Description

Long Lewis Ford of the Shoals, Inc. 401k Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. Long Lewis Ford of the Shoals, Inc. 401k Profit Sharing Plan and Trust currently has over 300 active participants and over $4.2M in plan assets.

Did you know?

For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (52) and the top rated plan (67) could equate to:
7
Additional years of work
101,116
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2800 Woodward Ave
  • Location
    Muscle Shoals , AL
  • 35661
  • Industry
    New Car Dealers
  • Administrator
    Pat Hardin
  • Net Plan Assets
    $4,210,000
  • Total Participants
    350
  • Avg Account Balance
    $23,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

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

Performance

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

Peer Group Plans

Company Rating
H.A. Motors LLP 57.2
Jeff Schmitt Auto Group 55.7
Sun Imports 54.8
Beck Auto Sales 48.2
Eck Automotive Group 46.3
Shaker Auto Group 42.4

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 89%
N/A
Participant Loans 4%
N/A
John Hancock Funds II Blue Chip Growth 2%
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
Axa Equitable
Recordkeeper
John Hancock
Investment Adviser
Wilshire
Auditor
Stack & Blair, LLC

Articles and Questions

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