TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 540 COMMERCE ST.,SOUTHLAKE,TX
  • Contact person: MARK BEHRENS
  • Phone: (817) 481-2886

Plan General Information

TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN is $36,230,194.00.This plan was established in 2016.

TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN is 253

TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN is $143,202.00

TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN is approximately $11,043.00
Investing in this additonal $11,043.00 for 20 years would give you extra $706,783.00, assuming a 10% annual return.

TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN is 94.99%.

TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN is 82.33%. This measures the effectiveness of the plan participants' investments in the year.

TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …