A To Z Equipment Rental & Sales
Form 5500 DataOverview
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 46. A To Z Equipment Rental & Sales Profit Sharing 401k Plan currently has over 100 active participants and over $3.2M in plan assets.
Did you know?
For the average 401k participant, the 43 point difference between this plan's BrightScope Rating (46) and the top rated plan (89) could equate to:
21
Additional years of work
279,505
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 12/31/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 1313 East Baseline Road
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 1313 East Baseline Road
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LocationGilbert , AZ85233
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IndustryReal Estate and Rental and Leasing
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AdministratorVicki Dickerson
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Net Plan Assets$3,210,000
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Total Participants150
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Avg Account Balance$30,000
Plan Components
Component Ratings
Design
Total Plan Cost:
Highest
Company Generosity:
Below Avg.
Performance
Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Below Avg.
Design
Total Plan Cost:
Highest
Company Generosity:
Below Avg.
Performance
Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Average
Peer Group Plans
Company | Rating |
---|---|
Republic Financial | 73.4 |
Billingsley Property Services | 72.4 |
TM Holdings | 62.8 |
Glen Oaks Escrow | 61.3 |
Kris-Way Truck Leasing | 61.3 |
Nappen & Associates | 59.0 |
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Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
---|---|---|
Prudential Total Return Bond | 23% |
N/A
|
Vanguard 500 Index | 15% |
N/A
|
Vanguard Growth Index | 14% |
N/A
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100%
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|
|
100%
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|
|
100%
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|
|
100%
|
View all funds in this plan
Providers
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