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Company:
Colemont Brokerage Group, Inc.
Plan:
Colemont Brokerage Group, Inc. 401k Profit Sharing Plan
 

Colemont Brokerage Group, Inc.

70 Plan: Colemont Brokerage Group, Inc. 401k Profit Sharing Plan

 
 
70
38
70
86
0
10
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70
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100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (70) and the top rated plan (86) could equate to:
[How is this calculated?]
10 additional years of work
Up to $70,400 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

Colemont Brokerage Group, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 35% of plans for Participation Rate, Salary Deferral, and Total Plan Cost. Colemont Brokerage Group, Inc. 401k Profit Sharing Plan currently has over 400 active participants and over $23.3M in plan assets.

 

 Retirement Plan Details

Address 5910 N. Central Expressway, Ste 400
Dallas, TX 75206 
Industry Insurance Agencies and Brokerages
Administrator Kristin Downey
Net Plan Assets $23,300,000
Total Participants 480
Avg Account Balance $49,000

 Top 3 Funds in this 401k

1. GAMCO Westwood Balanced 18%
2. PIMCO Total Return 18%
3. Artio International Equity 13%

  Plan Service Providers

Recordkeeper Milliman
Auditor Adams, Brown, Beran & Ball

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