Anthony Wade, Inc. Dba Stephen Wade Auto Center

Form 5500 Data

Anthony Wade, Inc. Dba Stephen Wade Auto Center

?

Overview

Plan Rating

?
We currently do not have enough data to calculate a rating for this plan.

Plan Description

Anthony Wade, Inc. Dba Stephen Wade Auto Center 401K Plan is a defined contribution plan with a profit-sharing component and 401k feature. Anthony Wade, Inc. Dba Stephen Wade Auto Center 401K Plan currently has over 300 active participants and over $4.1M in plan assets.

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 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 150 W. Hilton Drive
  • Location
    St. George , UT
  • 84770
  • Industry
    New Car Dealers
  • Administrator
    Robert Christensen
  • Net Plan Assets
    $4,150,000
  • Total Participants
    320
  • Avg Account Balance
    $34,000

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Soltis Investment Advisors
Recordkeeper
Fidelity
Auditor
Eide Bailly Advisors, LLC

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question