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Company:
Alpern Rosenthal
Plan:
Alpern Rosenthal Profit Sharing 401k Plan
 

Alpern Rosenthal

80 Plan: Alpern Rosenthal Profit Sharing 401k Plan

 
 
80
47
91
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (80) and the top rated plan (91) could equate to:
[How is this calculated?]
9 additional years of work
Up to $17,400 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

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.


 Investment Menu Statistics

No. of Investment Options
26
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Schwab Personal Choice Retirement Account 37%
2. Voya Oppenheimer Global 8%
3. T. Rowe Price Equity Income 7%

 Retirement Plan Details

Address 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
Total Participants 310
Avg Account Balance $97,000

 
Plan Service Providers

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.