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 (41)
Average in Peer Group (65)
Highest in Peer Group (88)

Plan Description

WM Automotive Warehouse, Inc. 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 51. WM Automotive Warehouse, Inc. 401k Profit Sharing Plan & Trust currently has over 200 active participants and over $6.7M in plan assets.

Did you know?

For the average 401k participant, the 37 point difference between this plan's BrightScope Rating (51) and the top rated plan (88) could equate to:
18
Additional years of work
245,829
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 208 Penland
  • Location
    Fort Worth , TX
  • 76111
  • Industry
    Wholesale Trade
  • Administrator
    Lisle Justice
  • Net Plan Assets
    $6,670,000
  • Total Participants
    220
  • Avg Account Balance
    $40,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

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

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

32

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 38%
1%
Fidelity Government Money Market 27%
55%
Fidelity Balanced 8%
36%
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
Northwestern Mutual
Recordkeeper
Fidelity
Auditor
Rhodes Osiek & Company, LLP

Articles and Questions

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