Overview

Plan Rating

BrightScope Rating
57
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (6)
Average in Peer Group (62)
Highest in Peer Group (92)

Plan Description

C.L. Thomas, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 57. This plan is in the top 35% of plans for Account Balances, Company Generosity, and Salary Deferral. C.L. Thomas, Inc. 401k Profit Sharing Plan currently has over 500 active participants and over $20.4M in plan assets.

Did you know?

For the average 401k participant, the 35 point difference between this plan's BrightScope Rating (57) and the top rated plan (92) could equate to:
20
Additional years of work
206,843
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 9701 Us Highway 59 N
  • Location
    Victoria , TX
  • 77905
  • Industry
    Office Administrative Services
  • Administrator
    Clifton Thomas Jr
  • Net Plan Assets
    $20,400,000
  • Total Participants
    570
  • Avg Account Balance
    $77,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Above Average
Account Balance:
Above Average
Are you a Plan Sponsor?
Benchmark your plan against others to achieve your business objectives.

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

35

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 16%
69%
Fidelity Contrafund 13%
78%
Fidelity Managed Income Portfolio 10%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Strategic Advisors
Recordkeeper
Fidelity
Auditor
Whitley Penn Financial, 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

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