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Company:
Shumaker, Loop and Kendrick, LLP
Plan:
Shumaker, Loop and Kendrick, LLP Retirement Plan and Trust
 

Shumaker, Loop and Kendrick, LLP

75 Plan:

 
 
75
42
82
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (75) and the top rated plan (89) could equate to:
[How is this calculated?]
8 additional years of work
Up to $116,000 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

Shumaker, Loop and Kendrick, LLP Retirement Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Account Balances and Total Plan Cost. Shumaker, Loop and Kendrick, LLP Retirement Plan and Trust currently has over 400 active participants and over $65.9M in plan assets.

 

 Retirement Plan Details

Address 1000 Jackson Street
Toledo, OH 43604 
Industry Offices of Lawyers
Administrator James O. Ramser
Net Plan Assets $65,900,000
Total Participants 450
Avg Account Balance $150,000

 Top 3 Funds in this 401k

1. Vanguard Inflation-Protected Securities 36%
2. Fifth Third Self Directed Brokerage Account 15%
3. T. Rowe Price Mid-Cap Growth 9%

  Plan Service Providers

Corporate Trustee Fifth Third Bank
Auditor Spilman, Hills & Heidebrink, Ltd.

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