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Company:
First Southwest Company
Plan:
First Southwest Company Employees' Retirement Plan
 

First Southwest Company

77 Plan: First Southwest Company Employees' Retirement Plan

 
 
77
40
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89
0
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For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (77) and the top rated plan (89) could equate to:
[How is this calculated?]
8 additional years of work
Up to $116,600 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

First Southwest Company Employees' Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. First Southwest Company Employees' Retirement Plan currently has over 400 active participants and over $37.3M in plan assets.

 

 Retirement Plan Details

Address 325 North Saint Paul Street
Suite 800
Dallas, TX 75201 
Industry Investment Banking and Securities Dealing
Administrator Crystal Foster
Net Plan Assets $37,300,000
Total Participants 420
Avg Account Balance $89,000

 Top 3 Funds in this 401k

1. Fidelity Prime Fund 15%
2. Fidelity BrokerageLink Account 9%
3. BlackRock US Opportunities 9%

  Plan Service Provider

Auditor Lane Gorman Trubitt LLP

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