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Company:
12 Oaks Management Services, Inc.
Plan:
12 Oaks Management Services Savings Plan
 

12 Oaks Management Services, Inc.

52 Plan: 12 Oaks Management Services Savings Plan

 
 
52
21
57
85
0
10
20
30
40
50
60
70
80
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100
For the average 401k participant, the 33 point difference between this plan's BrightScope Rating (52) and the top rated plan (85) could equate to:
[How is this calculated?]
16 additional years of work
Up to $165,800 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.

 

 Comments

Retirement Plan Description

12 Oaks Management Services Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. 12 Oaks Management Services Savings Plan currently has over 100 active participants and over $432.5K in plan assets.

 Retirement Plan Details

Address 12221 Merit Dr Ste 800
Dallas, TX 75251-3105 
Industry Real Estate and Rental and Leasing
Administrator Liz Morris
Sponsor Liz Morris Cfo
Net Plan Assets $430,000
Total Participants 140
Avg Account Balance $3,200

 Top 3 Funds in this 401k

1. JPMorgan Investor Growth 20%
2. JPMorgan International Equity Index 18%
3. JPMorgan Growth and Income 18%

  Plan Service Provider

Auditor Smith, Jackson, Boyer & Bovard PLLC

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