Overview

Plan Rating

BrightScope Rating
60
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (42)
Average in Peer Group (60)
Highest in Peer Group (70)

Plan Description

Weston Buick Gmc, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. Weston Buick Gmc, Inc. 401k Plan currently has over 100 active participants and over $4.5M in plan assets.

Did you know?

For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (60) and the top rated plan (70) could equate to:
3
Additional years of work
84,054
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 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 22555 Se Stark Street
  • Location
    Gresham , OR
  • 97030
  • Industry
    New Car Dealers
  • Administrator
    Anita Harlan
  • Net Plan Assets
    $4,510,000
  • Total Participants
    140
  • Avg Account Balance
    $35,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

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

Performance

Participation Rate:
Above Average
Salary Deferrals:
Average
Account Balance:
Average
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

22

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
DFA US Small Cap 22%
65%
Western Asset Core Plus Bond 16%
50%
Harbor International 14%
91%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Newport Group Securities, Inc.
Investment Adviser
Morgan Stanley
Auditor
Moss Adams

Articles and Questions

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