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Company:
Allen Tate Company, Inc.
Plan:
Allen Tate Company, Inc. Retirement Plan
 

Allen Tate Company, Inc.

53 Plan: Allen Tate Company, Inc. Retirement Plan

 
 
53
34
66
88
0
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For the average 401k participant, the 35 point difference between this plan's BrightScope Rating (53) and the top rated plan (88) could equate to:
[How is this calculated?]
18 additional years of work
Up to $161,500 in lost retirement 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.

 

Retirement Plan Description

Allen Tate Company, Inc. Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. Allen Tate Company, Inc. Retirement Plan currently has over 300 active participants and over $4.6M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 6700 Fairview Road
Charlotte, NC 28210-3324 
Industry Other Activities Related to Real Estate
Administrator Fred Hines
Net Plan Assets $4,620,000
Total Participants 340
Avg Account Balance $14,000

 Compare Other Companies in Peer Group

Capstone Development 61.9
Maloney Properties 54.7
The Randall Group 53.9
Northland Investment 50.7
Oasis Management Resources LLC 48.4
Rice Industries 45.6

 Top 3 Funds in this 401k

1. American Funds Washington Mutual 19%
2. American Funds New Perspective 14%
3. American Funds Growth Fund of America 9%

  Plan Service Providers

Corporate Trustee Wells Fargo (Wachovia)
Investment Adviser Wells Fargo (Wachovia)
Recordkeeper Wells Fargo (Wachovia)
Auditor Tinsley & Terry

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