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

Oak Leaf Management Company, Inc.

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

 
 
60
40
66
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (60) and the top rated plan (87) could equate to:
[How is this calculated?]
14 additional years of work
Up to $219,900 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

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.


 Investment Menu Statistics

No. of Investment Options
34
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. John Hancock Stable Value Fund 28%
2. John Hancock Lifestyle Growth 14%
3. John Hancock Retirement Living through 12%

 Retirement Plan Details

Address 9555 W. Sam Houston Parkway S.
Suite 250
Houston, TX 77099 
Industry Real Estate and Rental and Leasing
Administrator Patrick J. Tollett
Net Plan Assets $3,400,000
Total Participants 150
Avg Account Balance $28,000

 
Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Financial Telesis, Inc.
Recordkeeper John Hancock
Auditor Blair, Robertson & Associates, PLLC