ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN

Plan Contact

  • Address: 150 WEST HILTON DR.,ST. GEORGE,UT
  • Contact person: ALAN B. SVEDLOW
  • Phone: (435) 628-5201

Plan General Information

ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN is $2,133,347.00.This plan was established in 2006.

ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN is 291

ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN Average Participant Retirement Account Value

In 2011, the average participant retirement account value for ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN is $7,331.00

ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN is $1,694.00.

ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN is 7.94%.

ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN is 0.93%. This measures the effectiveness of the plan participants' investments in the year.

ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN Expense Ratio

In 2011, the investment and administrative expense ratio of ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN is 0.34%.

Enrollment Features

ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER NADART SALARY DEF 401K PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …