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
6
62
Your Plan
92

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
Score
Total Plan Cost
54
Company Match Level
79
Employee Participation Rate
52
Employee Contribution Level
76
Average Balance Size
56
Addison Reserve Country Club Details
Address
7201 Addison Reserve Blvd
Delray Beach, FL 33446
Telephone
561-455-1208
Total Assets
$4,359,596.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
147
Plan Investment Options
Name
Sponsor
Current Value
Ssga Russ Sc Idx Viii
State Street Bank & Trust Co
$213,860.00
Ssga S&p 500 Idx Ix
State Street Bank & Trust Co
$199,380.00
Ssga Cash Series Us Govt L
State Street Bank & Trust Co
$136,703.00
Ssga S&p Md Cp Idx Nl J
State Street Bank & Trust Co
$133,649.00
Ssga Agg Str Bal Sls Vii
State Street Bank & Trust Co
$125,173.00
Ssga Mod Str Bal Sls Vii
State Street Bank & Trust Co
$106,444.00
Ssga Cons Str Bal Sls Vii
State Street Bank & Trust Co
$74,269.00
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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