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Company:
Masuda, Funai, Eifert & Mitchell, Ltd.
Plan:
Masuda, Funai, Eifert & Mitchell, Ltd. Profit Sharing 401k Retirement Plan
 

Masuda, Funai, Eifert & Mitchell, Ltd.

83 Plan: Masuda, Funai, Eifert & Mitchell, Ltd. Profit Sharing 401k Retirement Plan

 
 
83
20
65
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (83) and the top rated plan (88) could equate to:
[How is this calculated?]
4 additional years of work
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

Masuda, Funai, Eifert & Mitchell, Ltd. Profit Sharing 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Salary Deferral. Masuda, Funai, Eifert & Mitchell, Ltd. Profit Sharing 401k Retirement Plan currently has over 100 active participants and over $31.8M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
21
Plan Average: 24
Top 3 Funds in this 401k
1. Self-Directed Brokerage Accounts 43%
2. Fidelity Contrafund 9%
3. Bank of Oklahoma Large Cap Strategic Allocation 7%

 
Plan Component Ratings

 Retirement Plan Details

Address 203 N Lasalle Street Suite 2500
Chicago, IL 60601-1262 
Industry Offices of Lawyers
Administrator Mary Shellenberg
Net Plan Assets $31,800,000
Total Participants 100
Avg Account Balance $310,000

  Plan Service Providers

Investment Adviser Oak Family Advisor, LLC
Corporate Trustee Bank of Oklahoma
Investment Adviser Bank of Oklahoma
Auditor DiGiovine, Hnilo, Jordan & Johnson, Ltd.

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