Overview

Plan Rating

BrightScope Rating
68
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (53)
Average in Peer Group (72)
Highest in Peer Group (86)

Plan Description

Employees 401k Retirement Savings Plan of U.S. Air Conditioning Distributors is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 35% of plans for Account Balances, Company Generosity, and Salary Deferral. Employees 401k Retirement Savings Plan of U.S. Air Conditioning Distributors currently has over 400 active participants and over $32.8M in plan assets.

Did you know?

For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (68) and the top rated plan (86) could equate to:
11
Additional years of work
47,643
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 16900 Chestnut Street
  • Location
    City Of Industry , CA
  • 91748-1012
  • Industry
    Other Miscellaneous Durable Goods Merchant Wholesalers
  • Administrator
    Jack Scarsi
  • Net Plan Assets
    $32,800,000
  • Total Participants
    490
  • Avg Account Balance
    $81,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Automationdirect.com 79.7
Nbf Service 79.0
Ossur Americas 75.4
Enesco, LLC 72.3
Russell T. Bundy Associates 68.0
DoALL Company 61.2
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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
Wells Fargo Stable Return Trust 24%
N/A
BlackRock S&P 500 Index High Balance Fund 20%
N/A
Janus Henderson Balanced 9%
4%
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
Prudential
Corporate Trustee
Wells Fargo
Investment Adviser
Wells Fargo
Recordkeeper
Wells Fargo
Auditor
Talley, LLP

Articles and Questions

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