Panda Power Generation Infrastructure Fund LLC d/b/a Panda Power Funds

Form 5500 Data

Panda Power Generation Infrastructure Fund LLC d/b/a Panda Power Funds

81
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
81
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (5)
Average in Peer Group (79)
Highest in Peer Group (91)

Plan Description

Panda Power Funds Savings and Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81. This plan is in the top 15% of plans for Participation Rate and Salary Deferral. Panda Power Funds Savings and Retirement Plan currently has over 200 active participants and over $18.9M in plan assets.

Did you know?

For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (81) and the top rated plan (91) could equate to:
9
Additional years of work
*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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 5001 Spring Valley Road Suite 1150 West
  • Location
    Dallas , TX
  • 75244
  • Industry
    Professional, Scientific, and Technical Services
  • Administrator
    Cher Cope
  • Net Plan Assets
    $18,900,000
  • Total Participants
    220
  • Avg Account Balance
    $87,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Above Average

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Above Average

Peer Group Plans

Company Rating
Acuity 83.8
Client Solution Architects, LLC 82.2
Vistage Worldwide 79.3
Burwood Group 78.2
Hka Global 75.0
Ideal Innovations 73.8

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

20

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Prudential Guaranteed Income Fund 18%
N/A
Oakmark International 13%
3%
T. Rowe Price Blue Chip Growth 13%
67%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Prudential
Insurance Advisor/Broker
Wells Fargo Wealth Brokge Ins Agecy
Recordkeeper
Prudential
Auditor
BDO Seidman, LLP

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question