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Company:
Coats, Rose, Yale, Ryman & Lee, P.C.
Plan:
Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust
 

Coats, Rose, Yale, Ryman & Lee, P.C.

79 Plan: Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust

 
 
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For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (79) and the top rated plan (89) could equate to:
[How is this calculated?]
7 additional years of work
Up to $54,200 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

Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. Coats, Rose, Yale, Ryman & Lee, P.C. Salary Deferral & Profit Sharing Plan and Trust currently has over 100 active participants and over $21.3M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
30
Plan Average: 24
Top 3 Funds in this 401k
1. Fidelity Mid-Cap Stock 10%
2. Fidelity Spartan US Bond Index 10%
3. Self-Directed Brokerage Accounts 8%

 
Plan Component Ratings

 Retirement Plan Details

Address 3 E Greenway Plaza Ste 2000
Houston, TX 77046-0307 
Industry Offices of Lawyers
Administrator Richard L. Rose
Net Plan Assets $21,300,000
Total Participants 180
Avg Account Balance $130,000

  Plan Service Providers

Recordkeeper Pin Oak Investments
Auditor Weinstein, Spira & Company

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