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Company:
Lhm Financial Corporation
Plan:
Lhm Financial Corporation 401k Profit Sharing Plan & Trust
 

Lhm Financial Corporation

53 Plan:

 
 
53
30
61
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 35 point difference between this plan's BrightScope Rating (53) and the top rated plan (88) could equate to:
[How is this calculated?]
18 additional years of work
Up to $204,100 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

Lhm Financial Corporation 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. Lhm Financial Corporation 401k Profit Sharing Plan & Trust currently has over 100 active participants and over $1.5M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
17
Plan Average: 24
Top 3 Funds in this 401k
1. Transamerica Asset Allocation Moderate Growth 41%
2. Cash and Cash Equivalents 19%
3. Participant Loans 6%

 
Plan Component Ratings

 Retirement Plan Details

Address 7025 E. Greenway Parkway
Suite 100
Scottsdale, AZ 85254 
Industry Real Estate Credit
Administrator Ned Kneadler
Net Plan Assets $1,500,000
Total Participants 180
Avg Account Balance $12,000

 Compare Other Companies in Peer Group

First Guaranty Mortgage 68.8
MegaStar Financial 64.5
Amera Mortgage 63.0
Century Mortgage Company 56.7
Amerifirst Financial 52.1
West Tennessee Bancshares 50.8

  Plan Service Provider

Auditor Richey May & Co., LLP

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