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A & M Transport, LLC

Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

A & M Transport, LLC

61
Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Overview

Plan Rating

BrightScope Rating
61
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (14)
Average in Peer Group (58)
Highest in Peer Group (82)

Plan Description

A & M Transport, LLC Employee Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 61. A & M Transport, LLC Employee Savings Plan currently has over 100 active participants and over $4.1M in plan assets.

Did you know?

For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (61) and the top rated plan (82) could equate to:
10
Additional years of work
100,415
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 6521 Glen Road, Po Box 310
  • Location
    Glendale , OR
    • 97442
  • Industry
    Transportation and Warehousing
  • Net Plan Assets
    $4,130,000
  • Total Participants
    170
  • Avg Account Balance
    $28,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Design

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

Performance

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

Peer Group Plans

Company Rating
M. C. Tank Transport 62.3
Materials Transportation Company 61.9
Freight Lime and Sand Hauling 59.2
Bellavance Trucking 56.6
Fortune Transportation 54.6
Bestway Motor Lines 45.9

Top Industry Articles

Compliance
Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

December 28, 2020
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February 19, 2021
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Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
Data & Research
Many Near-Retirees Don't Understand Social Security Benefits

More than one-third failed a basic Social Security quiz administered by MassMutual.

April 7, 2021
Compliance
The Most Common Retirement Plan Testing Mistakes

By alerting plan sponsors to the issues they see most often, advisers can help their clients navigate IRS testing rules.

April 12, 2021

Investments

Investment Menu Stats

# of Investment Options

58

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
John Hancock Funds II Multimanager Lifestyle Balanced 36%
N/A
John Hancock Funds II Multimanager Lifestyle Growth 10%
N/A
John Hancock Funds II Multimanager Lifestyle Aggressive 10%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan
for Asset Managers

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
John Hancock
Investment Adviser
Roehl & Yi Investment Advisors, LLC
Recordkeeper
John Hancock
Auditor
Moss Adams

Articles and Questions

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Popular Questions

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