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Company:
American First National Bank
Plan:
American First National Bank 401k Retirement Savings Plan
 

American First National Bank

74 Plan: American First National Bank 401k Retirement Savings Plan

 
 
74
17
63
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (74) and the top rated plan (87) could equate to:
[How is this calculated?]
8 additional years of work
Up to $36,200 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

American First National Bank 401k Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Investment Menu Quality. American First National Bank 401k Retirement Savings Plan currently has over 100 active participants and over $7.0M in plan assets.

 

 Retirement Plan Details

Address 9999 Bellaire Blvd
Houston, TX 77036-3499 
Industry Commercial Banking
Administrator Joanne J You
Net Plan Assets $6,990,000
Total Participants 140
Avg Account Balance $51,000

 Top 3 Funds in this 401k

1. Principal Money Market 18%
2. Principal International Emerging Markets 13%
3. Principal Large Cap Growth II 7%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker New York Life
Auditor T. R. Moore & Co., Inc.
Investment Adviser Morningstar, Inc.
Administration Morningstar, Inc.
Administration Principal Financial Group

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