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 60. Oak Leaf Management Company, Inc. Employee 401k Plan currently has over 100 active participants and over $3.4M in plan assets.
|1.||John Hancock Stable Value Fund||28%|
|2.||John Hancock Lifestyle Growth||14%|
|3.||John Hancock Retirement Living through||12%|
9555 W. Sam Houston Parkway S.
Houston, TX 77099
|Industry||Real Estate and Rental and Leasing|
|Administrator||Patrick J. Tollett|
|Net Plan Assets||$3,400,000|
|Avg Account Balance||$28,000|
|JCM Partners, LLC||63.4|
|The Villages Golf and Country Club||62.7|
|Banner Property Management, LLC||62.4|
|Lang Management Company||57.7|
|The Breeden Company||55.4|
|Insurance Carrier||John Hancock|
|Insurance Advisor/Broker||Financial Telesis, Inc.|
|Auditor||Blair, Robertson & Associates, PLLC|
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