Trust Company of the West Profit Sharing and Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82. This plan is in the top 15% of plans for Account Balances and Salary Deferral. Trust Company of the West Profit Sharing and Savings Plan currently has over 800 active participants and over $134.6M in plan assets.
|1.||Schwab Government Money Market||11%|
|2.||TCW Select Equities||10%|
|3.||Vanguard Institutional Index||9%|
865 South Figueroa St., Suite 1800
Los Angeles, CA 90017
|Industry||Finance and Insurance|
|Net Plan Assets||$135,000,000|
|Avg Account Balance||$170,000|
|George Weiss Associates||91.3|
|Cerberus Capital Management, L.P.||90.1|
|Jennison Associates, LLC||88.0|
|Ziff Brothers Investments, LLC||85.8|
|Cambridge Associates, LLC||81.4|
|New Jersey Resources||76.5|
|Insurance Carrier||Lincoln Financial|
|Insurance Carrier||Aurora National Life Assurance Company|
|Insurance Advisor/Broker||Windsor Insurance Associates, Inc.|
|Auditor||Deloitte & Touche, LLP|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.