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Company:
Wallace, Roberts & Todd, L.L.C.
Plan:
Wallace Roberts & Todd, L.L.C. 401k Plan
 

Wallace, Roberts & Todd, L.L.C.

72 Plan: Wallace Roberts & Todd, L.L.C. 401k Plan

 
 
72
49
72
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (72) and the top rated plan (90) could equate to:
[How is this calculated?]
11 additional years of work
Up to $132,000 in lost retirement 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.

 

Retirement Plan Description

Wallace Roberts & Todd, L.L.C. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72. This plan is in the top 15% of plans for Salary Deferral. Wallace Roberts & Todd, L.L.C. 401k Plan currently has over 200 active participants and over $14.1M in plan assets.

 

 Retirement Plan Details

Address 1700 Market Street 28th Floor
Philadelphia, PA 19103 
Industry Architectural Services
Administrator James Casson
Net Plan Assets $14,100,000
Total Participants 240
Avg Account Balance $59,000

 Top 3 Funds in this 401k

1. Davis New York Venture 21%
2. Thornburg International Value 12%
3. Franklin Income 8%

  Plan Service Providers

Investment Adviser UBS
Auditor Morison Cogen, LLP

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