Home  >   401k Directory   >   F&M Bank & Trust Co.
 
Company:
F&M Bank & Trust Co.
Plan:
The F&M Bank & Trust Company Incentive Savings Plan
 

F&M Bank & Trust Co.

60 Plan: The F&M Bank & Trust Company Incentive Savings Plan

 
 
60
33
66
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 $145,600 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.

Personal Fee Report
 

 Plan Component Ratings

 Comments

Retirement Plan Description

The F&M Bank & Trust Company Incentive Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. This plan is in the top 15% of plans for Total Plan Cost. The F&M Bank & Trust Company Incentive Savings Plan currently has over 200 active participants and over $17.5M in plan assets.

 Retirement Plan Details

Address 1330 S. Harvard
Tulsa, OK 74112 
Industry Commercial Banking
Administrator Steve Raffaele
Net Plan Assets $17,500,000
Total Participants 270
Avg Account Balance $64,000

 Compare Other Companies in Peer Group

Bryn Mawr Bank 77.1
The First National Bank of Long... 70.3
Charter Companies 69.6
Citizens Bancshares Company 66.9
Heritage Financial 65.5
First Northern Bank of Dixon 44.4

 Top 3 Funds in this 401k

1. Schwab Value Advantage Money 23%
2. Vanguard Intermediate-Term Bond Index 11%
3. American Funds Growth Fund of America 10%

  Plan Service Provider

Auditor Tullius, Taylor, Sartain & Sartain

  Plan Data Vault

Plan Data Vault

Please visit the vault to keep your 401k plan information accurate and up-to-date.