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Company:
Addison Reserve Country Club
Plan:
Addison Reserve 401k Plan
 

Addison Reserve Country Club

62 Plan: Addison Reserve 401k Plan

 
 
62
6
53
80
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 (62) and the top rated plan (80) could equate to:
[How is this calculated?]
8 additional years of work
Up to $147,000 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

Addison Reserve 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Investment Menu Quality. Addison Reserve 401k Plan currently has over 100 active participants and over $1.6M in plan assets.

 

 Retirement Plan Details

Address 7201 Addison Reserve Blvd
Delray Beach, FL 33446-2340 
Industry Arts, Entertainment, and Recreation
Administrator Dana Brush
Sponsor Fernando Leal
Net Plan Assets $1,590,000
Total Participants 130
Avg Account Balance $12,000

 Top 3 Funds in this 401k

1. Janus Overseas 12%
2. Franklin Rising Dividends 12%
3. Allianz NFJ Small Cap Value 11%

  Plan Service Provider

Auditor Holyfield & Thomas, LLC

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