Tarbell Financial Corporation
61
Plan:
The Tarbell Retirement Savings Plan
11
68
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (61) and the top rated plan (88) could equate to:
[How is this calculated?]
[How is this calculated?]
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
The Tarbell Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 61. This plan is in the top 35% of plans for Investment Menu Quality and Salary Deferral. The Tarbell Retirement Savings Plan currently has over 500 active participants and over $15.7M in plan assets.
Retirement Plan Details
| Address |
1403 N Tustin Ave Ste 280
Santa Ana, CA 92705-8691 |
| Industry | Offices of Real Estate Agents and Brokers |
| Administrator | Michael Montgomery |
| Net Plan Assets | $15,700,000 |
| Total Participants | 550 |
| Avg Account Balance | $29,000 |
Compare Other Companies in Peer Group
| CB Richard Ellis - NE Patners, L.P. | 73.3 |
| Mack-Cali Realty | 70.8 |
| Sibcy Cline | 65.7 |
| Newmark & Company Real Estate | 64.7 |
| Milstein Brothers Real Estate, LLC... | 64.6 |
| ZRS Management, LLC | 60.7 |



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