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Company:
National Equity Fund, Inc.
Plan:
National Equity Fund 401k Retirement Plan
 

National Equity Fund, Inc.

80 Plan: National Equity Fund 401k Retirement Plan

 
 
80
9
67
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
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

National Equity Fund 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 80, 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, and Salary Deferral. National Equity Fund 401k Retirement Plan currently has over 200 active participants and over $17.8M in plan assets.

 

 Retirement Plan Details

Address 120 S Riverside Plz Fl 15
Chicago, IL 60606-3913 
Industry Real Estate and Rental and Leasing
Administrator Alex Denja
Net Plan Assets $17,800,000
Total Participants 210
Avg Account Balance $86,000

 Compare Other Companies in Peer Group

Meredith & Grew 81.1
Arden Realty Limited Partnership 80.5
Royal Realty 80.0
Heitman LLC 77.0
WelshCo, LLC 70.2
Hamilton Partners 70.0

 Top 3 Funds in this 401k

1. Principal Fixed Income 401(a)/(k) 15%
2. Neuberger Berman Socially Responsive 9%
3. American Funds Growth Fund of America 8%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Auditor Plante & Moran, PLLC

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