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Company:
Squar, Milner, Peterson, Miranda & Williamson, LLP
Plan:
Squar, Milner, Peterson, Miranda & Williamson, LLP 401k Profit Sharing Plan
 

Squar, Milner, Peterson, Miranda & Williamson, LLP

73 Plan: Squar, Milner, Peterson, Miranda & Williamson, LLP 401k Profit Sharing Plan

 
 
73
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73
90
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For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (73) and the top rated plan (90) could equate to:
[How is this calculated?]
12 additional years of work
Up to $52,600 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

Squar, Milner, Peterson, Miranda & Williamson, LLP 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Salary Deferral. Squar, Milner, Peterson, Miranda & Williamson, LLP 401k Profit Sharing Plan currently has over 200 active participants and over $9.0M in plan assets.

 

 Retirement Plan Details

Address 4100 Newport Place, Suite 300
Newport Beach, CA 92660 
Industry Offices of Certified Public Accountants
Administrator Alexander Del Mundo
Net Plan Assets $8,960,000
Total Participants 210
Avg Account Balance $44,000

 Top 3 Funds in this 401k

1. American Funds New World 16%
2. American Funds Growth Fund of America 15%
3. American Funds EuroPacific Growth 12%

  Plan Service Provider

Auditor Talley & Company

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