THE BILL GATTON FAMILY OF DEALERSHIPS PROFIT SHARING/401(K) PLAN

  • Address: 1000 W. STATE STREET,BRISTOL,TN
  • Contact person: DANNY L. DUNN
  • Phone: (423) 968-5111
Investment Options of THE BILL GATTON FAMILY OF DEALERSHIPS PROFIT SHARING/401(K) PLAN (as of 2021)
MORLEY STABLE VALUE FUND FEE CLASS (MORLEY FINANCIAL SERVICES, INC.)
RESOURCES DIVERS RISK MITIGATION CL (ALTA TRUST)
RESOURCES DIVERSIFIED EQUITY CL 1 (ALTA TRUST)
RESOURCES DIVERSIFIED FIXED INC CL (ALTA TRUST)

THE BILL GATTON FAMILY OF DEALERSHIPS PROFIT SHARING/401(K) 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.

At the end of 2021, the total retirement plan assets of THE BILL GATTON FAMILY OF DEALERSHIPS PROFIT SHARING/401(K) PLAN is $12,038,582.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in THE BILL GATTON FAMILY OF DEALERSHIPS PROFIT SHARING/401(K) PLAN is 290

In 2021, the average participant retirement account value for THE BILL GATTON FAMILY OF DEALERSHIPS PROFIT SHARING/401(K) PLAN is $41,512.00

In 2021, the estimated average employee contribution amount per participant for THE BILL GATTON FAMILY OF DEALERSHIPS PROFIT SHARING/401(K) PLAN is $1,177.00

In 2021, the total retirement plan asset growth rate of THE BILL GATTON FAMILY OF DEALERSHIPS PROFIT SHARING/401(K) PLAN is -6.93%

In 2021, the estimated aggregate retirement account investment gain/loss for THE BILL GATTON FAMILY OF DEALERSHIPS PROFIT SHARING/401(K) PLAN is 13.13%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of THE BILL GATTON FAMILY OF DEALERSHIPS PROFIT SHARING/401(K) PLAN is 0.67%.

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