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Company:
Hamilton, Brook, Smith & Reynolds, P.C.
Plan:
Hamilton, Brook, Smith & Reynolds, P.C. 401k Profit Sharing Plan
 

Hamilton, Brook, Smith & Reynolds, P.C.

84 Plan: Hamilton, Brook, Smith & Reynolds, P.C. 401k Profit Sharing Plan

 
 
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For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (84) and the top rated plan (89) could equate to:
[How is this calculated?]
3 additional years of work
Up to $39,300 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

Hamilton, Brook, Smith & Reynolds, P.C. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 84. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Salary Deferral. Hamilton, Brook, Smith & Reynolds, P.C. 401k Profit Sharing Plan currently has over 100 active participants and over $28.1M in plan assets.

 

 Retirement Plan Details

Address 530 Virginia Road
P.O. Box 9133
Concord, MA 01742-9133 
Industry Offices of Lawyers
Administrator John Dupre
Net Plan Assets $28,100,000
Total Participants 180
Avg Account Balance $160,000

 Top 3 Funds in this 401k

1. Schwab Personal Choice Retirement Account 13%
2. Oakmark Equity & Income 13%
3. Schwab S&P 500 Index 12%

  Plan Service Providers

Investment Adviser The PFE Group
Auditor Mayer Hoffman McCann

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