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Company:
Moneytree, Inc.
Plan:
Moneytree, Inc. Profit Sharing Plan
 

Moneytree, Inc.

53 Plan: Moneytree, Inc. Profit Sharing Plan

 
 
53
32
66
88
0
10
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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?]
17 additional years of work
Up to $241,500 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

Moneytree, Inc. Profit Sharing Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 53. This plan is in the top 15% of plans for Participation Rate. Moneytree, Inc. Profit Sharing Plan currently has over 900 active participants and over $17.3M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
24
Plan Average: 24
Top 3 Funds in this 401k
1. PIMCO Total Return 10%
2. Loomis Sayles Bond 10%
3. DFA US Targeted Value 7%

 Retirement Plan Details

Address 6720 Fort Dent Way Ste 230
Tukwila, WA 98188-2589 
Industry Consumer Lending
Administrator David Bassford
Net Plan Assets $17,300,000
Total Participants 920
Avg Account Balance $19,000

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  Plan Service Provider

Auditor Moss Adams

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