A.W. Brown Fellowship Charter School
Form 5500 DataOverview
Plan Description
A.W. Brown Fellowship Charter School Gainsharing Plan is a defined contribution plan. This plan has a BrightScope Rating of 40. A.W. Brown Fellowship Charter School Gainsharing Plan currently has over 300 active participants and over $1.1M in plan assets.
Did you know?
For the average 401k participant, the 46 point difference between this plan's BrightScope Rating (40) and the top rated plan (86) could equate to:
20
Additional years of work
337,012
Lost 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. How is this calculated?
Plan Details
Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.
Plan data accurate as of 9/30/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 3810 W. Red Bird Lane
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 3810 W. Red Bird Lane
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LocationDallas , TX75237
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IndustryEducational Services
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AdministratorKalandra Scott
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Net Plan Assets$1,110,000
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Total Participants350
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Avg Account Balance$4,700
Plan Components
Component Ratings
Design
Total Plan Cost:
High Fees
Company Generosity:
Poor
Performance
Participation Rate:
Below Avg.
Salary Deferrals:
Poor
Account Balance:
Poor
Design
Total Plan Cost:
High Fees
Company Generosity:
Below Avg.
Performance
Participation Rate:
Below Avg.
Salary Deferrals:
Poor
Account Balance:
Poor
Peer Group Plans
Company | Rating |
---|---|
Crossnore School | 63.8 |
King's Ridge Christian School | 60.2 |
MacPhail Center for Music | 53.2 |
Girls Preparatory School | 53.1 |
Learn & Play Inc. d/b/a Play & Learn Centers | 52.2 |
Ohio Heartland Community Action Commission | 41.7 |
Top Industry Articles
Compliance
Stimulus Bill Extends Some Provisions of the CARES Act
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
December 28, 2020
exclusives
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.
February 19, 2021
exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
Data & Research
Many Near-Retirees Don't Understand Social Security Benefits
More than one-third failed a basic Social Security quiz administered by MassMutual.
April 7, 2021
Compliance
The Most Common Retirement Plan Testing Mistakes
By alerting plan sponsors to the issues they see most often, advisers can help their clients navigate IRS testing rules.
April 12, 2021
Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
---|---|---|
American Century Balanced | 27% |
22%
|
Vanguard 500 Index | 19% |
13%
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Dodge & Cox Income | 15% |
9%
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100%
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100%
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|
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100%
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100%
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View all funds in this plan
Providers
Articles and Questions

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