Garcia Imports, Inc. d/b/a Garcia Honda

51
Form 5500 Data

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 (1)
Average in Peer Group (55)
Highest in Peer Group (75)

Plan Description

Garcia Dealerships 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 51. This plan is in the top 35% of plans for Salary Deferral. Garcia Dealerships 401k Profit Sharing Plan currently has over 100 active participants and over $2.6M in plan assets.

Did you know?

For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (51) and the top rated plan (75) could equate to:
9
Additional years of work
213,638
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 12/31/2012
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 8301 Lomas Blvd. Ne
  • Location
    Albuquerque , NM
  • 87110
  • Industry
    New Car Dealers
  • Administrator
    Rosae Gibson
  • Net Plan Assets
    $2,600,000
  • Total Participants
    160
  • Avg Account Balance
    $34,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Investment Menu Stats

# of Investment Options

14

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Beacon Large Cap Value 11%
75%
Gabelli Small Cap Growth 10%
39%
The Delafield Fund 10%
72%
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
Redw Stanley Financial Advisors
Recordkeeper
REDW Business & Financial Resources
Auditor
Moss Adams

Articles and Questions