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Company:
P & M Holding Group, LLP
Plan:
P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan
 

P & M Holding Group, LLP

77 Plan:

 
 
77
9
66
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (77) and the top rated plan (88) could equate to:
[How is this calculated?]
7 additional years of work
Up to $89,300 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

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Salary Deferral and Total Plan Cost. P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan currently has over 2,900 active participants and over $222.3M in plan assets.


 Investment Menu Statistics

No. of Investment Options
21
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Vanguard Institutional Index 18%
2. PIMCO Total Return 17%
3. T. Rowe Price Mid-Cap Growth 9%

 Retirement Plan Details

Address P.O. Box 307
27400 Northwestern Highway
Southfield, MI 48037-0307 
Industry Offices of Certified Public Accountants
Administrator Ronald Eckstein
Net Plan Assets $222,000,000
Total Participants 2,900
Avg Account Balance $78,000

 
Plan Service Providers

Administration Charles Schwab
Recordkeeper Charles Schwab
Auditor Moss Adams