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Company:
Ungaretti & Harris LLP
Plan:
Ungaretti & Harris LLP 401k Retirement Plan
 

Ungaretti & Harris LLP

80 Plan: Ungaretti & Harris LLP 401k Retirement Plan

 
 
80
34
81
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (80) and the top rated plan (88) could equate to:
[How is this calculated?]
6 additional years of work
Up to $43,900 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

Ungaretti & Harris LLP 401k Retirement Plan 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. Ungaretti & Harris LLP 401k Retirement Plan currently has over 200 active participants and over $34.4M in plan assets.

 

 Retirement Plan Details

Address 70 West Madison Street
Suite 3500
Chicago, IL 60602 
Industry Offices of Lawyers
Administrator Bonnie Kelly
Sponsor Paul Holmes
Net Plan Assets $34,400,000
Total Participants 270
Avg Account Balance $130,000

 Top 3 Funds in this 401k

1. Vanguard Institutional Index 22%
2. PIMCO Total Return 16%
3. Marshall & Ilsley Stable Principal Fund 14%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Marshall & Ilsley
Recordkeeper Marshall & Ilsley
Investment Adviser DiMeo Schneider & Associates, LLC
Administration Principal Financial Group
Recordkeeper Principal Financial Group
Auditor Wolf & Company, P.C.

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