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Company:
Pate Rehabilitation Endeavors
Plan:
Pate Rehabilitation Savings & Retirement Plan
 

Pate Rehabilitation Endeavors

64 Plan: Pate Rehabilitation Savings & Retirement Plan

 
 
64
20
54
84
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (64) and the top rated plan (84) could equate to:
[How is this calculated?]
10 additional years of work
Up to $130,500 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

Pate Rehabilitation Savings & Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 35% of plans for Investment Menu Quality. Pate Rehabilitation Savings & Retirement Plan currently has over 100 active participants and over $1.7M in plan assets.

 

 Retirement Plan Details

Address 2655 Villa Creek Dr Ste 140
Dallas, TX 75234-7385 
Industry Offices of All Other Miscellaneous Health Practitioners
Administrator Joe M. Harbour
Net Plan Assets $1,700,000
Total Participants 140
Avg Account Balance $12,000

 Top 3 Funds in this 401k

1. American Funds AMCAP 21%
2. Bank of America Retirement Preservation Trust 17%
3. BlackRock Large Cap Value 11%

  Plan Service Provider

Auditor Sutton Frost Cary LLP

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