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Company:
Spirit Bankcorp, Inc.
Plan:
Spirit Bankcorp, Inc. Employee Stock Ownership 401k Plan & Trust
 

Spirit Bankcorp, Inc.

62 Plan: Spirit Bankcorp, Inc. Employee Stock Ownership 401k Plan & Trust

 
 
62
26
61
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (62) and the top rated plan (86) could equate to:
[How is this calculated?]
13 additional years of work
Up to $128,900 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

Spirit Bankcorp, Inc. Employee Stock Ownership 401k Plan & Trust is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 62. Spirit Bankcorp, Inc. Employee Stock Ownership 401k Plan & Trust currently has over 500 active participants and over $11.0M in plan assets.

 

 Retirement Plan Details

Address 1800 S Baltimore Ave
Tulsa, OK 74119-5216 
Industry Offices of Bank Holding Companies
Administrator Shawn Nichols
Sponsor Paul Cornell
Net Plan Assets $11,000,000
Total Participants 520
Avg Account Balance $21,000

 Top 3 Funds in this 401k

1. Spirit Bankcorp, Inc. Common Stock 19%
2. American Funds Growth Fund of America 10%
3. ING Fixed Account 9%

  Plan Service Providers

Insurance Carrier ING
Auditor Finley & Cook
Insurance Advisor/Broker PrimeVest Financial Services, Inc.
Insurance Advisor/Broker NFP Securities, Inc.

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