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Company:
Team Financial, Inc.
Plan:
Team Financial, Inc. Employees' Stock Ownership Plan
 

Team Financial, Inc.

60 Plan:

 
 
60
10
67
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (60) and the top rated plan (87) could equate to:
[How is this calculated?]
14 additional years of work
Up to $123,000 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

Team Financial, Inc. Employees' Stock Ownership Plan is a defined contribution plan with a profit-sharing component and ESOP component. This plan has a BrightScope Rating of 60. This plan is in the top 15% of plans for Investment Menu Quality and Total Plan Cost. Team Financial, Inc. Employees' Stock Ownership Plan currently has over 200 active participants and over $12.8M in plan assets.

 

 Retirement Plan Details

Address 8 W Peoria St Ste 200
Paola, KS 66071-1410 
Industry Commercial Banking
Administrator Carolyn S. Jacobs
Net Plan Assets $12,800,000
Total Participants 240
Avg Account Balance $56,000

 Top 3 Funds in this 401k

1. Team Financial Inc. Common Stock 98%
2. Total Common Stocks 0%
3. Total Money Market Funds 0%

  Plan Service Provider

Auditor KPMG, Llp

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