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Company:
Westdale Asset Management, Ltd.
Plan:
Westdale Asset Management, Ltd. 401k Plan
 

Westdale Asset Management, Ltd.

44 Plan: Westdale Asset Management, Ltd. 401k Plan

 
 
44
24
56
77
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 33 point difference between this plan's BrightScope Rating (44) and the top rated plan (77) could equate to:
[How is this calculated?]
14 additional years of work
Up to $237,000 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

Westdale Asset Management, Ltd. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 44. This plan is in the top 15% of plans for Investment Menu Quality. Westdale Asset Management, Ltd. 401k Plan currently has over 700 active participants and over $3.6M in plan assets.

 

 Retirement Plan Details

Address 3300 Commerce Street
Dallas, TX 75226-1632 
Industry Real Estate and Rental and Leasing
Administrator Becky Fike
Sponsor Ken Carlson
Net Plan Assets $3,620,000
Total Participants 740
Avg Account Balance $6,000

 Top 3 Funds in this 401k

1. Invesco International Growth 15%
2. Transamerica Asset Allocation Intermediate/Long Horizon 12%
3. American Funds AMCAP 11%

  Plan Service Providers

Administration Transamerica
Auditor Cf & Co., L.L.P.
Insurance Carrier Transamerica
Insurance Advisor/Broker Frank M. Roby
Insurance Advisor/Broker Guy Collins

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