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Company:
The Polo Club of Boca Raton
Plan:
The Polo Club of Boca Raton 401k Plan
 

The Polo Club of Boca Raton

53 Plan: The Polo Club of Boca Raton 401k Plan

 
 
53
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53
80
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For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (53) and the top rated plan (80) could equate to:
[How is this calculated?]
12 additional years of work
Up to $175,400 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

The Polo Club of Boca Raton 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. This plan is in the top 35% of plans for Investment Menu Quality. The Polo Club of Boca Raton 401k Plan currently has over 300 active participants and over $3.1M in plan assets.

 

 Retirement Plan Details

Address 5400 Champion Blvd
Boca Raton, FL 33496-1607 
Industry All Other Personal Services
Administrator Wendy K. Zurstadt,Cfo
Sponsor Raymond L. Perry
Net Plan Assets $3,060,000
Total Participants 350
Avg Account Balance $8,800

 Top 3 Funds in this 401k

1. Maxim S&P 500 Index 13%
2. Maxim T. Rowe Price Equity Income 10%
3. Oakmark International 9%

  Plan Service Providers

Auditor Holyfield & Thomas, LLC
Administration Great-West Life
Insurance Carrier Great-West Life
Insurance Advisor/Broker Insurance Management Corp.

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