Overview

Plan Rating

BrightScope Rating
73
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (10)
Average in Peer Group (64)
Highest in Peer Group (84)

Plan Description

Valley Truck and Tractor Co. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Account Balances, Participation Rate, and Salary Deferral. Valley Truck and Tractor Co. 401k Profit Sharing Plan currently has over 100 active participants and over $11.7M in plan assets.

Did you know?

For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (73) and the top rated plan (84) could equate to:
6
Additional years of work
46,867
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address Po Box 3010
  • Location
    Yuba City , CA
  • 95992
  • Industry
    Motorcycle, ATV, and All Other Motor Vehicle Dealers
  • Administrator
    Brad Neely
  • Net Plan Assets
    $11,700,000
  • Total Participants
    180
  • Avg Account Balance
    $66,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
High 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

18

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Invesco S&P 500 Index 25%
74%
Morgan Stanley Growth 10%
N/A
Morgan Stanley US Government Money Market 10%
21%
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
Colonial Life & Accident Insurance Company
Insurance Advisor/Broker
Wells Fargo
Insurance Advisor/Broker
Darryl W Vidor
Insurance Advisor/Broker
Jonathan Matthew Cannon
Insurance Advisor/Broker
Alayne Mata
Insurance Advisor/Broker
Pamela Kay Long
Insurance Advisor/Broker
Kathleen Moreland
Insurance Advisor/Broker
Barbara Gayle Garland
Insurance Advisor/Broker
Mary Koch
Insurance Advisor/Broker
Voluntary Benefits Advisory Network
Insurance Advisor/Broker
Compass Benefits & Insurance Servic
Insurance Advisor/Broker
Deborah Lynn Wells
Insurance Advisor/Broker
Laura Runyeon
Recordkeeper
ADP
Recordkeeper
Morgan Stanley
Auditor
K.Coe-Isom

Articles and Questions

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