Overview

Plan Rating

BrightScope Rating
54
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (43)
Average in Peer Group (68)
Highest in Peer Group (91)

Plan Description

A to Z Equipment Rental & Sales Profit Sharing 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. A to Z Equipment Rental & Sales Profit Sharing 401k Plan currently has over 100 active participants and over $5.2M in plan assets.

Did you know?

For the average 401k participant, the 37 point difference between this plan's BrightScope Rating (54) and the top rated plan (91) could equate to:
20
Additional years of work
146,325
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 1313 E. Baseline Rd.
  • Location
    Gilbert , AZ
  • 85233
  • Industry
    Real Estate and Rental and Leasing
  • Net Plan Assets
    $5,200,000
  • Total Participants
    160
  • Avg Account Balance
    $44,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Duke Aerial 75.5
Contractors Building Supply Co 74.7
Francotyp-Postalia 70.5
Craneworks 65.5
SEMA 63.9
Rentals Unlimited 55.8

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

14

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
PGIM Total Return Bond 22%
N/A
Vanguard 500 Index 16%
N/A
Vanguard Growth Index 13%
N/A
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
The Standard
Recordkeeper
The Standard
Investment Adviser
Global Retirement Partners LLC
Auditor
Kimberlin Company, PLLC

Articles and Questions

Boeing Plan Report (Updated)

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