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Company:
J.R. Montgomery Bancorporation
Plan:
J.R. Montgomery Bancorporation and Affiliates 401k Plan
 

J.R. Montgomery Bancorporation

54 Plan: J.R. Montgomery Bancorporation and Affiliates 401k Plan

 
 
54
24
61
86
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (54) and the top rated plan (86) could equate to:
[How is this calculated?]
16 additional years of work
Up to $165,100 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

J.R. Montgomery Bancorporation and Affiliates 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. This plan is in the top 35% of plans for Total Plan Cost. J.R. Montgomery Bancorporation and Affiliates 401k Plan currently has over 200 active participants and over $4.6M in plan assets.

 

 Retirement Plan Details

Address 5th & D Avenue
Lawton, OK 73501 
Industry Offices of Bank Holding Companies
Administrator Jeff Nickle
Sponsor George Porter
Net Plan Assets $4,570,000
Total Participants 220
Avg Account Balance $21,000

 Top 3 Funds in this 401k

1. Fidelity Retirement Money Market 18%
2. Fidelity Puritan 12%
3. Fidelity Fifty 9%

  Plan Service Providers

Auditor Stanfield & Brim, P.C.
Corporate Trustee Fidelity
Recordkeeper Fidelity

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