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

Moneytree, Inc.

50 Plan: Moneytree, Inc. Profit Sharing Plan

 
 
50
41
69
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 38 point difference between this plan's BrightScope Rating (50) and the top rated plan (88) could equate to:
[How is this calculated?]
19 additional years of work
Up to $247,500 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 50. This plan is in the top 15% of plans for Investment Menu Quality and Participation Rate. Moneytree, Inc. Profit Sharing Plan currently has over 900 active participants and over $17.1M in plan assets.

 

 Retirement Plan Details

Address 6720 Fort Dent Way Ste 230
Tukwila, WA 98188-2589 
Industry Consumer Lending
Administrator David Bassford
Net Plan Assets $17,100,000
Total Participants 980
Avg Account Balance $19,000

 Top 3 Funds in this 401k

1. Schwab Money Market 10%
2. Loomis Sayles Bond 10%
3. PowerShares Dynamic Banking 5%

  Plan Service Provider

Auditor Moss Adams

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