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Company:
Hall Financial Group, Ltd.
Plan:
Hall Financial Group Employee Savings Plan and Trust
 

Hall Financial Group, Ltd.

59 Plan: Hall Financial Group Employee Savings Plan and Trust

 
 
59
29
61
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (59) and the top rated plan (85) could equate to:
[How is this calculated?]
14 additional years of work
Up to $99,500 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

Hall Financial Group Employee Savings Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 15% of plans for Total Plan Cost. Hall Financial Group Employee Savings Plan and Trust currently has over 400 active participants and over $13.9M in plan assets.

 

 Retirement Plan Details

Address 6801 Gaylord Parkway, Suite 100
Frisco, TX 75034-8530 
Industry Real Estate and Rental and Leasing
Administrator Donald Braun
Net Plan Assets $13,900,000
Total Participants 470
Avg Account Balance $30,000

 Top 3 Funds in this 401k

1. American Funds EuroPacific Growth 16%
2. Legg Mason ClearBridge Appreciation 15%
3. Fidelity Advisor Stable Value 14%

  Plan Service Providers

Recordkeeper Bank of America Merrill Lynch
Auditor Lane Gorman Trubitt LLP

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