Overview

Plan Rating

BrightScope Rating
54
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (12)
Average in Peer Group (58)
Highest in Peer Group (84)

Plan Description

Southern Botanical 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. This plan is in the top 35% of plans for Company Generosity. Southern Botanical 401k Plan currently has over 100 active participants and over $2.6M in plan assets.

Did you know?

For the average 401k participant, the 30 point difference between this plan's BrightScope Rating (54) and the top rated plan (84) could equate to:
14
Additional years of work
169,786
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3151 Halifax St., Suite 100
  • Location
    Dallas , TX
  • 75247
  • Industry
    Landscaping Services
  • Administrator
    Alan Richmond
  • Net Plan Assets
    $2,560,000
  • Total Participants
    190
  • Avg Account Balance
    $41,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

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

Peer Group Plans

Company Rating
Metco Landscape 63.4
Earthworks 61.3
Pacific Landscape Management 59.3
Four Peaks Landscape Management 52.9
Caretaker 52.2
Gallivan 52.1

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

12

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
iShares S&P 500 Index 39%
7%
iShares MSCI EAFE International Index 18%
61%
iShares Russell 2000 Small-Cap Index 6%
30%
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
Bank of America Merrill Lynch
Recordkeeper
Ascensus, LLC
Auditor
Price Kubecka,PLLC

Articles and Questions

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