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.
| 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 |
| Carolina Country Club Company | 57.6 |
| Brentwood Country Club | 57.4 |
| Vestavia Country Club | 52.1 |
| Boca Lago Country Club | 51.8 |
| The Country Club Of Birmingham | 50.6 |
| Sawgrass Country Club | 49.5 |
| 1. | Janus Overseas | 12% |
| 2. | Franklin Rising Dividends | 12% |
| 3. | Allianz NFJ Small Cap Value | 11% |
| Auditor | Holyfield & Thomas, LLC |
| Corporate Trustee | State Street Global Advisors |

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