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Company:
TFC Holdings, LLC
Plan:
The Fieldstone Employee 401k Profit Sharing Plan
 

TFC Holdings, LLC

61 Plan: The Fieldstone Employee 401k Profit Sharing Plan

 
 
61
38
70
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (61) and the top rated plan (85) could equate to:
[How is this calculated?]
13 additional years of work
Up to $84,300 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 Fieldstone Employee 401k Profit Sharing 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 15% of plans for Investment Menu Quality. The Fieldstone Employee 401k Profit Sharing Plan currently has over 300 active participants and over $20.9M in plan assets.

 

 Retirement Plan Details

Address 2 Ada, Suite 200
Irvine, CA 92618-2349 
Industry Construction
Administrator Shannon Moffett
Net Plan Assets $20,900,000
Total Participants 340
Avg Account Balance $62,000

 Top 3 Funds in this 401k

1. PIMCO Total Return 16%
2. Wells Fargo Advantage Money Market 8%
3. American Funds EuroPacific Growth 8%

  Plan Service Providers

Corporate Trustee Wells Fargo (Wachovia)
Recordkeeper Wells Fargo (Wachovia)
Investment Adviser Sageview Advisory Group
Administration Kravitz, Inc.
Auditor Wright Ford Young

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