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Company:
Shen Milsom & Wilke, LLC
Plan:
Shen Milsom & Wilke, LLC 401k Profit Sharing Plan
 

Shen Milsom & Wilke, LLC

74 Plan: Shen Milsom & Wilke, LLC 401k Profit Sharing Plan

 
 
74
38
74
88
0
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For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (74) and the top rated plan (88) could equate to:
[How is this calculated?]
9 additional years of work
Up to $29,600 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

Shen Milsom & Wilke, LLC 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74. This plan is in the top 35% of plans for Account Balances, Company Generosity, Investment Menu Quality, Participation Rate, and Salary Deferral. Shen Milsom & Wilke, LLC 401k Profit Sharing Plan currently has over 100 active participants and over $9.3M in plan assets.

 

 Retirement Plan Details

Address 417 Fifth Ave
5th Fl
New York, NY 10016 
Industry All Other Professional, Scientific, and Technical Services
Administrator Irene B. Shen
Sponsor Fred T. Shen
Net Plan Assets $9,250,000
Total Participants 170
Avg Account Balance $54,000

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 15%
2. Pioneer Cullen Value 13%
3. Oppenheimer Gold & Special Minerals 9%

  Plan Service Provider

Auditor Buchbinder Tunick & Company LLP

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