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Company:
Oak Leaf Management Company, Inc.
Plan:
Oak Leaf Management Company, Inc. Employee 401k Plan
 

Oak Leaf Management Company, Inc.

53 Plan: Oak Leaf Management Company, Inc. Employee 401k Plan

 
 
53
29
59
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (53) and the top rated plan (85) could equate to:
[How is this calculated?]
16 additional years of work
Up to $199,200 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.

 

 Comments

Retirement Plan Description

Oak Leaf Management Company, Inc. Employee 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. This plan is in the top 15% of plans for Investment Menu Quality. Oak Leaf Management Company, Inc. Employee 401k Plan currently has over 100 active participants and over $1.8M in plan assets.

 Retirement Plan Details

Address 9555 W. Sam Houston Pkwy South
Suite 250
Houston, TX 77099 
Industry Real Estate and Rental and Leasing
Administrator Patrick Tollett
Net Plan Assets $1,750,000
Total Participants 140
Avg Account Balance $13,000

 Top 3 Funds in this 401k

1. Hartford Life Fixed Account 27%
2. PIMCO Total Return 9%
3. Janus Forty 6%

  Plan Service Providers

Insurance Carrier Hartford
Auditor Drda, P.C.
Recordkeeper Hartford

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