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Company:
U.S. Equities Group, LLC
Plan:
U.S. Equities Realty Profit Sharing and 401k Savings Plan
 

U.S. Equities Group, LLC

74 Plan: U.S. Equities Realty Profit Sharing and 401k Savings Plan

 
 
74
9
65
88
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 (74) and the top rated plan (88) could equate to:
[How is this calculated?]
9 additional years of work
Up to $34,500 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

U.S. Equities Realty Profit Sharing and 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74. This plan is in the top 35% of plans for Account Balances and Salary Deferral. U.S. Equities Realty Profit Sharing and 401k Savings Plan currently has over 200 active participants and over $15.2M in plan assets.

 

 Retirement Plan Details

Address 20 N Michigan Ave
Chicago, IL 60602-4811 
Industry Other Activities Related to Real Estate
Administrator Jennifer Johnson
Net Plan Assets $15,200,000
Total Participants 240
Avg Account Balance $64,000

 Compare Other Companies in Peer Group

Rudin Management Co. 75.5
New Boston Fund 73.5
First Winthrop 71.1
S.L. Nusbaum Realty Co. 69.1
James B. Nutter & Company 68.6
Stiles 64.4

 Top 3 Funds in this 401k

1. Principal Stable Value Fund 17%
2. Principal Large Cap S&P 500 Index 9%
3. Principal Large Cap Value III 8%

  Plan Service Providers

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

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