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Company:
Tarbell Financial Corporation
Plan:
The Tarbell Retirement Savings Plan
 

Tarbell Financial Corporation

61 Plan: The Tarbell Retirement Savings Plan

 
 
61
11
68
88
0
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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?]
15 additional years of work
Up to $111,500 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

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

 Top 3 Funds in this 401k

1. Principal Money Market 17%
2. Principal Large Cap S&P 500 Index 8%
3. Principal Guaranteed Interest Account 6%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Financial Telesis, Inc.
Administration Principal Financial Group
Auditor Squar Milner LLP

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