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Company:
Berger and Montague, P.C.
Plan:
Berger and Montague, P.C. Retirement Savings Plan
 

Berger and Montague, P.C.

86 Plan: Berger and Montague, P.C. Retirement Savings Plan

 
 
86
33
79
89
0
10
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100
For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (86) and the top rated plan (89) could equate to:
[How is this calculated?]
3 additional years of work
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

Berger and Montague, P.C. Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 86, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. Berger and Montague, P.C. Retirement Savings Plan currently has over 100 active participants and over $20.5M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
27
Plan Average: 24
Top 3 Funds in this 401k
1. Vanguard Total Bond Market Index 12%
2. Vanguard PRIMECAP 11%
3. Vanguard Retirement Savings Trust 11%

 
Plan Component Ratings

 Retirement Plan Details

Address 1622 Locust Street
Philadelphia, PA 19103-6305 
Industry Offices of Lawyers
Administrator John Kerns
Net Plan Assets $20,500,000
Total Participants 140
Avg Account Balance $140,000

  Plan Service Providers

Recordkeeper Vanguard Group
Auditor Wagner Sharer Murtaugh & Petree

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