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Company:
Pannell Kerr Forster of Texas, P.C.
Plan:
Pannell Kerr Forster of Texas, P.C. 401k Plan
 

Pannell Kerr Forster of Texas, P.C.

82 Plan: Pannell Kerr Forster of Texas, P.C. 401k Plan

 
 
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For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (82) and the top rated plan (87) could equate to:
[How is this calculated?]
3 additional years of work
Up to $46,200 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

Pannell Kerr Forster of Texas, P.C. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity, Investment Menu Quality, and Salary Deferral. Pannell Kerr Forster of Texas, P.C. 401k Plan currently has over 100 active participants and over $11.1M in plan assets.

 

 Retirement Plan Details

Address 5847 San Felipe St Ste 2400
Houston, TX 77057-3163 
Industry Offices of Certified Public Accountants
Administrator John Del Walker
Net Plan Assets $11,100,000
Total Participants 170
Avg Account Balance $65,000

 Compare Other Companies in Peer Group

Paul Scherer & Company LLP 80.8
KraftCPAs PLLC 77.3
Wolf & Company LLP 77.0
Margolin, Winer & Evens LLP 75.0
Braver P.C 73.9
Loeb & Troper 65.4

 Top 3 Funds in this 401k

1. Oppenheimer Global 8%
2. AdvisorOne Amerigo 6%
3. American Funds Growth Fund of America 6%

  Plan Service Providers

Insurance Carrier Nationwide
Insurance Advisor/Broker MassMutual
Insurance Advisor/Broker John William Osborn
Administration Nationwide
Insurance Advisor/Broker Andrew Tupler
Investment Adviser CLS Investments
Auditor Postlethwaite & Netterville

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