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Company:
Wellington Management Company, LLP
Plan:
Wellington Retirement and Pension Plan
 

Wellington Management Company, LLP

90 Plan: Wellington Retirement and Pension Plan

 
 
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Congratulations! This plan has the highest rating in its peer group.
 

Retirement Plan Description

Wellington Retirement and Pension Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 90, 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, Salary Deferral, and Total Plan Cost. Wellington Retirement and Pension Plan currently has over 2,900 active participants and over $1.0B in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
91
Plan Average: 24
Top 3 Funds in this 401k
1. Vanguard Prime Money Market 8%
2. Wellington Global Health Care Fund 3%
3. Wellington Energy Fund 3%

 Retirement Plan Details

Address 280 Congress Street
Boston, MA 02210 
Industry Finance and Insurance
Administrator Douglas J. Hoffer
Net Plan Assets $1,010,000,000
Total Participants 3,000
Avg Account Balance $340,000

 Compare Other Companies in Peer Group

IVZ 87.4
UBS AG 85.9
Federal Home Loan Mortgage 85.4
AllianceBernstein L.P. 84.6
BlackRock 84.5
T. Rowe Price Group 81.1

  Plan Service Providers

Administration Charles Schwab
Recordkeeper Charles Schwab
Auditor PricewaterhouseCoopers LLP

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