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Company:
Coldwell Banker Legacy
Plan:
Coldwell Banker Legacy 401k Profit Sharing Plan
 

Coldwell Banker Legacy

46 Plan: Coldwell Banker Legacy 401k Profit Sharing Plan

 
 
46
29
59
82
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 36 point difference between this plan's BrightScope Rating (46) and the top rated plan (82) could equate to:
[How is this calculated?]
16 additional years of work
Up to $243,200 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

Coldwell Banker Legacy 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 46. This plan is in the top 15% of plans for Investment Menu Quality. Coldwell Banker Legacy 401k Profit Sharing Plan currently has over 100 active participants and over $1.7M in plan assets.

 

 Retirement Plan Details

Address 6725 Academy Boulevard Ne
Albuquerque, NM 87109 
Industry Offices of Real Estate Agents and Brokers
Administrator Homer Greer
Net Plan Assets $1,680,000
Total Participants 110
Avg Account Balance $16,000

 Top 3 Funds in this 401k

1. Key Guaranteed Portfolio Fund 18%
2. PIMCO Total Return 12%
3. Fidelity Advisor Leveraged Company Stock 10%

  Plan Service Providers

Insurance Carrier Great-West Life
Insurance Advisor/Broker Enterprise General Insurance Agency
Auditor Elliott, Pohlman & Co., CPAS, P.C.

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