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Company:
H.D. Vest Mgmt & Services, LLC
Plan:
H.D. Vest Management And Services, LLC 401k Plan
 

H.D. Vest Mgmt & Services, LLC

69 Plan: H.D. Vest Management And Services, LLC 401k Plan

 
 
69
30
67
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (69) and the top rated plan (85) could equate to:
[How is this calculated?]
8 additional years of work
Up to $132,100 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

H.D. Vest Management And Services, LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 15% of plans for Salary Deferral. H.D. Vest Management And Services, LLC 401k Plan currently has over 200 active participants and over $1.4M in plan assets.

 

 Retirement Plan Details

Address 300 Decker Dr Ste 200
Irving, TX 75062-8136 
Industry Information
Administrator Scott Erwin
Sponsor Ted Sinclair
Net Plan Assets $1,450,000
Total Participants 210
Avg Account Balance $7,000

 Compare Other Companies in Peer Group

Onvia 68.3
Mark Monitor 66.0
Kadix Systems 64.8
Liquidity Services 62.2
Schematic 61.8
Datamonitor's 56.7

 Top 3 Funds in this 401k

1. Oppenheimer Small- & Mid-Cap Value 15%
2. BlackRock Mid-Cap Value Equity 12%
3. MFS International New Discovery 11%

  Plan Service Providers

Auditor Deloitte & Touche, LLP
Corporate Trustee JPMorgan

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