C. L. Frates and Company
79
Plan:
C. L. Frates & Company Savings & Thrift Plan
36
70
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (79) and the top rated plan (86) could equate to:
[How is this calculated?]
[How is this calculated?]
5 additional years of work Up to $27,500 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
C. L. Frates & Company Savings & Thrift Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Participation Rate. C. L. Frates & Company Savings & Thrift Plan currently has over 100 active participants and over $7.3M in plan assets.
Retirement Plan Details
| Address |
5005 N Lincoln Blvd
Oklahoma City, OK 73105-3324 |
| Industry | Insurance Agencies and Brokerages |
| Administrator | Lynette L. Par |
| Sponsor | I A Rd D. Kcl A Uc I I I I I |
| Net Plan Assets | $7,280,000 |
| Total Participants | 130 |
| Avg Account Balance | $55,000 |
Compare Other Companies in Peer Group
| Manuel Lujan Insurance Agency | 74.5 |
| Rampart Brokerage | 72.9 |
| Anco Insurance Managers, Ltd. | 72.5 |
| Specialty Underwriters, LLC | 70.7 |
| Westland Insurance | 70.3 |
| Al Bourdeau Insurance Service | 67.1 |
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