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Company:
Schottenstein, Zox & Dunn Co., L.P.A.
Plan:
Schottenstein, Zox & Dunn Co., L.P.A. Profit Sharing Retirement Plan
 

Schottenstein, Zox & Dunn Co., L.P.A.

88 Plan:

 
 
88
61
81
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 1 point difference between this plan's BrightScope Rating (88) and the top rated plan (89) could equate to:
[How is this calculated?]
Up to $47,300 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

Schottenstein, Zox & Dunn Co., L.P.A. Profit Sharing Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 88, 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, Investment Menu Quality, Participation Rate, and Salary Deferral. Schottenstein, Zox & Dunn Co., L.P.A. Profit Sharing Retirement Plan currently has over 100 active participants and over $41.9M in plan assets.

 

 Retirement Plan Details

Address 250 West Street
Columbus, OH 43215-2538 
Industry Offices of Lawyers
Administrator Richard Barnhart
Net Plan Assets $41,900,000
Total Participants 190
Avg Account Balance $240,000

 Top 3 Funds in this 401k

1. Schwab Personal Choice Retirement Account 33%
2. PIMCO Total Return 10%
3. Schwab S&P 500 Index 9%

  Plan Service Providers

Investment Adviser Diamond Hill
Investment Adviser Invest Wealth Strategies Inc.
Investment Adviser Century Management
Investment Adviser Hamilton Capital Management In
Auditor Cohen & Co.

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