Alpern Rosenthal Profit Sharing 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 80. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. Alpern Rosenthal Profit Sharing 401k Plan currently has over 300 active participants and over $27.6M in plan assets.
|1.||Schwab Personal Choice Retirement Account||37%|
|2.||Voya Oppenheimer Global||8%|
|3.||T. Rowe Price Equity Income||7%|
Heinz 57 Center
339 Sixth Avenue
Pittsburgh, PA 15222
|Industry||Offices of Certified Public Accountants|
|Administrator||Joseph P. Sharp|
|Net Plan Assets||$27,600,000|
|Avg Account Balance||$97,000|
|Lutz & Company, P.C.||80.0|
|Aronson LLC, a Professional||78.8|
|Vavrinek, Trine, Day & Co., LLP||78.7|
|Clark Nuber P.S.||77.9|
|Matson, Driscoll & Damico||76.1|
|Joseph Decosimo and Company||74.0|
|Insurance Carrier||Voya Financial (ING)|
|Insurance Advisor/Broker||Plan 4 Retirement Consultants, LLC|
|Insurance Advisor/Broker||Jon Alan Henderson|
|Insurance Advisor/Broker||Robert C. MacWhinnie|
|Auditor||SS&G Financial Services, Inc.|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.