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Company:
W. R. Starkey Mortgage, L.L.P.
Plan:
W. R. Starkey Mortgage, L.L.P. Employees Savings Plan
 

W. R. Starkey Mortgage, L.L.P.

66 Plan: W. R. Starkey Mortgage, L.L.P. Employees Savings Plan

 
 
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88
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For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (66) and the top rated plan (88) could equate to:
[How is this calculated?]
12 additional years of work
Up to $115,100 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

W. R. Starkey Mortgage, L.L.P. Employees Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66. This plan is in the top 35% of plans for Investment Menu Quality and Salary Deferral. W. R. Starkey Mortgage, L.L.P. Employees Savings Plan currently has over 500 active participants and over $10.5M in plan assets.

 

 Retirement Plan Details

Address 5055 Park Blvd.
Suite 300
Plano, TX 75093 
Industry Real Estate Credit
Administrator Jim Clapp
Net Plan Assets $10,500,000
Total Participants 560
Avg Account Balance $19,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 26%
2. John Hancock Funds II Lifestyle Balanced 13%
3. John Hancock Stable Value Fund 7%

  Plan Service Providers

Insurance Carrier John Hancock
Recordkeeper John Hancock
Auditor BKM Sowan Horan, LLP
Insurance Advisor/Broker Morgan Stanley Smith Barney
Insurance Advisor/Broker UBS

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