CoAdvantage Resources 51, Inc.

49
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
49
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (7)
Average in Peer Group (70)
Highest in Peer Group (90)

Plan Description

CoAdvantage 401k/Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 49. This plan is in the top 35% of plans for Company Generosity and Salary Deferral. CoAdvantage 401k/Profit Sharing Plan currently has over 5,500 active participants and over $85.0M in plan assets.

Did you know?

For the average 401k participant, the 41 point difference between this plan's BrightScope Rating (49) and the top rated plan (90) could equate to:
21
Additional years of work
185,239
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 3301 Airport Freeway, Suite 300
  • Location
    Bedford , TX
  • 76021
  • Industry
    All Other Personal Services
  • Administrator
    James A Mutz
  • Net Plan Assets
    $85,000,000
  • Total Participants
    5,500
  • Avg Account Balance
    $41,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Above Average
Account Balance:
Below Avg.
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Investments

Investment Menu Stats

# of Investment Options

35

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Stadion Managed Growth 21%
N/A
Stadion Managed Moderate 19%
N/A
Lincoln Financial Guaranteed Investment Contract 8%
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
Insurance Carrier
Lincoln Financial
Insurance Advisor/Broker
Lincoln Financial
Insurance Advisor/Broker
Gregory, Suzanne J
Insurance Advisor/Broker
Henry Archibald Morgan
Insurance Advisor/Broker
Security Reserve Financial Inc
Insurance Advisor/Broker
J R C Life Agency Inc
Insurance Advisor/Broker
Raymond James & Associates, Inc.
Insurance Advisor/Broker
Ameriprise Financial
Insurance Advisor/Broker
First Allied Securities, Inc.
Insurance Advisor/Broker
Stephen L Chambers
Insurance Advisor/Broker
Vandi A. Palmer
Insurance Advisor/Broker
MC & H Life Agency, Inc.
Insurance Advisor/Broker
World Equity Group, Inc.
Insurance Advisor/Broker
Pinnacle Financial Services
Insurance Advisor/Broker
SagePoint Financial, Inc.
Administration
Lincoln Financial
Recordkeeper
Pinnacle Financial Services
Investment Adviser
Stadion Money Management
Auditor
Templeton & Company, LLP

Articles and Questions