Overview

Plan Rating

BrightScope Rating
62
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (9)
Average in Peer Group (71)
Highest in Peer Group (88)

Plan Description

Oakwood Homes 401k Savings Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. Oakwood Homes 401k Savings Plan and Trust currently has over 300 active participants and over $6.4M in plan assets.

Did you know?

For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (62) and the top rated plan (88) could equate to:
14
Additional years of work
81,845
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 4908 Tower Road
  • Location
    Denver , CO
  • 80249
  • Industry
    Construction
  • Administrator
    Karen Wilborn
  • Net Plan Assets
    $6,430,000
  • Total Participants
    310
  • Avg Account Balance
    $23,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

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

Performance

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

Peer Group Plans

Company Rating
Mchugh Enterprises 79.3
Tilson Built Company 74.1
Woodside Group, LLC 70.9
Keller 68.9
Jet Pipe Industries Co. 65.7
Muncy Homes 57.0
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Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Advisor Freedom 29%
10%
Fidelity Advisor New Insights 12%
36%
Fidelity Advisor Small Cap Value 10%
48%
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
First Western Trust Bank
Recordkeeper
Fidelity
Auditor
CliftonLarsonAllen LLP

Articles and Questions