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Company:
TD Service Financial Corporation
Plan:
TD Service Financial Corporation 401k Retirement Plan
 

TD Service Financial Corporation

63 Plan: TD Service Financial Corporation 401k Retirement Plan

 
 
63
28
76
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (63) and the top rated plan (88) could equate to:
[How is this calculated?]
14 additional years of work
Up to $160,200 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

TD Service Financial Corporation 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. TD Service Financial Corporation 401k Retirement Plan currently has over 100 active participants and over $5.5M in plan assets.

 

 Retirement Plan Details

Address 1820 E 1st St Ste 210
Santa Ana, CA 92705-4063 
Industry Securities Brokerage
Administrator Sandra J. Medina
Sponsor Kelly Ashcraft
Net Plan Assets $5,530,000
Total Participants 150
Avg Account Balance $37,000

 Top 3 Funds in this 401k

1. Principal Fixed Income 401(a)/(k) 36%
2. Principal International Growth 10%
3. Principal LifeTime 2030 7%

  Plan Service Providers

Auditor White Nelson
Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Sunset Financial Services, Inc.

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