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Company:
Travis, Wolff & Company, LLP
Plan:
Travis, Wolff & Company, LLP Savings and Retirement Plan
 

Travis, Wolff & Company, LLP

76 Plan: Travis, Wolff & Company, LLP Savings and Retirement Plan

 
 
76
21
70
85
0
10
20
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60
70
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100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (76) and the top rated plan (85) could equate to:
[How is this calculated?]
6 additional years of work
Up to $47,100 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

Travis, Wolff & Company, LLP Savings and Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Salary Deferral. Travis, Wolff & Company, LLP Savings and Retirement Plan currently has over 100 active participants and over $6.0M in plan assets.

 

 Retirement Plan Details

Address 5580 Lbj Fwy Ste 400
Dallas, TX 75240-6270 
Industry Offices of Certified Public Accountants
Administrator Janet M. Smith
Net Plan Assets $6,020,000
Total Participants 140
Avg Account Balance $44,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 17%
2. John Hancock Funds II Lifestyle Balanced 15%
3. John Hancock Funds II Lifestyle Aggressive 7%

  Plan Service Providers

Auditor Mcbee & Co
Insurance Carrier John Hancock

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