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Company:
Tree.com, Inc.
Plan:
Tree.com, Inc. 401k Retirement Savings Plan
 

Tree.com, Inc.

70 Plan: Tree.com, Inc. 401k Retirement Savings Plan

 
 
70
32
65
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (70) and the top rated plan (88) could equate to:
[How is this calculated?]
10 additional years of work
Up to $92,000 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

Tree.com, Inc. 401k Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 35% of plans for Salary Deferral. Tree.com, Inc. 401k Retirement Savings Plan currently has over 1,000 active participants and over $24.1M in plan assets.

 

 Retirement Plan Details

Address 11115 Rushmore Drive
Charlotte, NC 28277 
Industry Consumer Lending
Administrator Kathy Fritzsche
Net Plan Assets $24,100,000
Total Participants 1,000
Avg Account Balance $23,000

 Top 3 Funds in this 401k

1. Fidelity Contrafund 13%
2. Charles Schwab Stable Value Fund 13%
3. PIMCO Total Return 6%

  Plan Service Providers

Recordkeeper Charles Schwab
Investment Adviser Lockton Investment Advisors
Auditor Porter Keadle Moore, LLP

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