Overview

Plan Rating

BrightScope Rating
57
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (45)
Average in Peer Group (59)
Highest in Peer Group (74)

Plan Description

Livermore Honda, Audi, Subaru, Jaguar, Land Rover 401k Retirement Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 57. Livermore Honda, Audi, Subaru, Jaguar, Land Rover 401k Retirement Plan currently has over 400 active participants and over $5.7M in plan assets.

Did you know?

For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (57) and the top rated plan (74) could equate to:
8
Additional years of work
67,105
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3200 Las Positas Road
  • Location
    Livermore , CA
  • 94551-9606
  • Industry
    New Car Dealers
  • Net Plan Assets
    $5,730,000
  • Total Participants
    440
  • Avg Account Balance
    $19,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

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

Design

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

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Below Avg.
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Century One Choice: Conservative 17%
56%
Vanguard Total Stock Market Index 6%
28%
Prudential Jennison Health Sciences 5%
68%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
WESPAC Advisors, LLC
Recordkeeper
WESPAC Advisors, LLC
Auditor
Michael R Blanks CPA Accountacy Cor

Articles and Questions

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