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Company:
Ulmer & Berne LLP
Plan:
Ulmer & Berne LLP Retirement 401k Plan and Trust
 

Ulmer & Berne LLP

80 Plan:

 
 
80
61
82
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (80) and the top rated plan (89) could equate to:
[How is this calculated?]
6 additional years of work
Up to $32,800 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

Ulmer & Berne LLP Retirement 401k Plan and Trust 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, Salary Deferral, and Total Plan Cost. Ulmer & Berne LLP Retirement 401k Plan and Trust currently has over 300 active participants and over $98.4M in plan assets.

 

 Retirement Plan Details

Address 1660 West 2nd Street
Suite 1100
Cleveland, OH 44113-1448 
Industry Offices of Lawyers
Administrator Patricia Shlonsky
Net Plan Assets $98,400,000
Total Participants 390
Avg Account Balance $250,000

 Top 3 Funds in this 401k

1. Charles Schwab Stable Value Fund 23%
2. Schwab Institutional Large Cap Value 14%
3. Dodge & Cox Balanced 10%

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Carrier AXA Equitable
Insurance Carrier GE Asset Management
Auditor Skoda Minotti & Co

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