Overview

Plan Rating

BrightScope Rating
39
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (23)
Average in Peer Group (47)
Highest in Peer Group (65)

Plan Description

Whataburger of Mesquite, Inc. Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 39. Whataburger of Mesquite, Inc. Profit Sharing Plan currently has over 200 active participants and over $1.3M in plan assets.

Did you know?

For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (39) and the top rated plan (65) could equate to:
11
Additional years of work
185,090
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3200 N. Town East Blvd.
  • Location
    Mesquite , TX
  • 75150
  • Industry
    Limited-Service Restaurants
  • Administrator
    Sandie Brown
  • Net Plan Assets
    $1,340,000
  • Total Participants
    280
  • Avg Account Balance
    $26,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

Participation Rate:
Poor
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.

Design

Total Plan Cost:
Low Fees
Company Generosity:
Below Avg.

Performance

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

Investment Menu Stats

# of Investment Options

16

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Schwab Retirement Advantage Money Market 25%
28%
American Funds Growth Fund of America 12%
3%
Loomis Sayles Bond 8%
28%
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
BOK Financial Asset Management, Inc.
Recordkeeper
BOK Financial Asset Management, Inc.
Auditor
Salmon Sims Thomas & Assocs. Pllc.

Articles and Questions

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