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Company:
ValueBank Texas
Plan:
ValueBank Texas 401k Profit Sharing Plan
 

ValueBank Texas

62 Plan: ValueBank Texas 401k Profit Sharing Plan

 
 
62
23
62
75
0
10
20
30
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50
60
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100
For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (62) and the top rated plan (75) could equate to:
[How is this calculated?]
6 additional years of work
Up to $76,400 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

ValueBank Texas 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. ValueBank Texas 401k Profit Sharing Plan currently has fewer than 100 active participants and over $2.1M in plan assets.

 

 Retirement Plan Details

Address 3649 Leopard St
Corpus Christi, TX 78408-3233 
Industry Commercial Banking
Administrator Harlan R. Heitkamp
Net Plan Assets $2,080,000
Total Participants 98
Avg Account Balance $21,000

 Top 3 Funds in this 401k

1. First Mercantile Trust ABN AMRO 14%
2. First Mercantile Trust Frontier Capital Management 12%
3. First Mercantile Trust Columbus Circle Investors 10%

  Plan Service Provider

Auditor Cawthron, Wormack and Coker

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