12 additional years of work Up to $77,400 in lost retirement savings.Fogarty Klein Monroe Profit Sharing/ Tax-Deferred Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 15% of plans for Account Balances. Fogarty Klein Monroe Profit Sharing/ Tax-Deferred Savings Plan currently has over 100 active participants and over $14.5M in plan assets.
| 1. | Union Bond & Trust Stable Value Fund | 20% |
| 2. | Fidelity Contrafund | 13% |
| 3. | PIMCO Total Return | 9% |
| Address |
1800 West Loop South
Suite 2100 Houston, TX 77027 |
| Industry | Professional, Scientific, and Technical Services |
| Administrator | William Fogarty |
| Sponsor | Richard Klein |
| Net Plan Assets | $14,500,000 |
| Total Participants | 140 |
| Avg Account Balance | $120,000 |
| PRN | 81.5 |
| International Council of Shopping... | 75.9 |
| George Little Management, LLC | 74.7 |
| Barkley Holding Company | 72.3 |
| EnSafe | 69.0 |
| 22squared | 66.2 |
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