Addison Reserve 401(k) Plan

Wealthminder's Take

Addison Reserve 401(k) Plan at Addison Reserve Country Club in the Arts, Entertainment, and Recreation industry has 7 investment options, and a total of $4,359,596.00 in assets. With 147 participants, the Addison Reserve 401(k) Plan has an average balance per participant of $29,657.12.

Plan Ratings
Compared to other Arts, Entertainment, and Recreation plans
Wealthminder Rating
Your Plan

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Total Plan Cost
Company Match Level
Employee Participation Rate
Employee Contribution Level
Average Balance Size
Addison Reserve Country Club Details
7201 Addison Reserve Blvd
Delray Beach, FL 33446
Total Assets
Filing Year
Plan Type
Single Employer
Total Participants
Plan Investment Options
Current Value
Ssga Russ Sc Idx Viii
State Street Bank & Trust Co
Ssga S&p 500 Idx Ix
State Street Bank & Trust Co
Ssga Cash Series Us Govt L
State Street Bank & Trust Co
Ssga S&p Md Cp Idx Nl J
State Street Bank & Trust Co
Ssga Agg Str Bal Sls Vii
State Street Bank & Trust Co
Ssga Mod Str Bal Sls Vii
State Street Bank & Trust Co
Ssga Cons Str Bal Sls Vii
State Street Bank & Trust Co
Service Providers
  • Adp, Llc
  • State Street Corporation
  • Adp Broker-dealer
  • Allianz Global Investors Distributo
  • Blackrock Investments, Inc.
  • Franklin Templeton Distributors, In
  • Fred Alger & Company, Incorporated
  • Ivy Funds, Inc.
  • Nuveen Investments
  • Oppenheimer Funds Inc.
  • Phoenix - Virtus
  • Putnam Retail Management
  • T. Rowe Price
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