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Company:
The Fort Worth Club
Plan:
The Fort Worth Club 401k Plan
 

The Fort Worth Club

50 Plan: The Fort Worth Club 401k Plan

 
 
50
30
71
92
0
10
20
30
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50
60
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100
For the average 401k participant, the 42 point difference between this plan's BrightScope Rating (50) and the top rated plan (92) could equate to:
[How is this calculated?]
22 additional years of work
Up to $300,600 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

The Fort Worth Club 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. This plan is in the top 35% of plans for Investment Menu Quality and Participation Rate. The Fort Worth Club 401k Plan currently has over 100 active participants and over $2.9M in plan assets.

 

 Retirement Plan Details

Address 306 W Seventh St
Fort Worth, TX 76102-4900 
Industry Other Services (except Public Administration)
Administrator Ginger Sheppard
Net Plan Assets $2,900,000
Total Participants 170
Avg Account Balance $17,000

 Top 3 Funds in this 401k

1. Principal Money Market 16%
2. Principal Large Cap Growth II 14%
3. Principal MidCap Growth III 9%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Samuel K. Hulse
Administration Principal Financial Group
Auditor Hartman, Leito & Bolt, LLP

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