Smith, Haughey, Rice & Roegge, P.C.
70
Plan:
Profit Sharing and Retirement Plan of Smith, Haughey, Rice & Roegge, P.C.
63
81
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (70) and the top rated plan (88) could equate to:
[How is this calculated?]
[How is this calculated?]
11 additional years of work Up to $117,400 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
Profit Sharing and Retirement Plan of Smith, Haughey, Rice & Roegge, P.C. is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Account Balances, Investment Menu Quality, and Total Plan Cost. Profit Sharing and Retirement Plan of Smith, Haughey, Rice & Roegge, P.C. currently has over 200 active participants and over $38.1M in plan assets.
Retirement Plan Details
| Address |
200 Calder Plaza Building 250 Monro
Grand Rapids, MI 49503 |
| Industry | Offices of Lawyers |
| Administrator | William P Scarbrough |
| Net Plan Assets | $38,100,000 |
| Total Participants | 210 |
| Avg Account Balance | $190,000 |
Top 3 Funds in this 401k
| 1. | AMBS Investment Counsel Balanced | 38% |
| 2. | Vanguard 500 Index | 9% |
| 3. | PIMCO Total Return | 9% |
Plan Service Providers
| Insurance Carrier | MassMutual |
| Insurance Carrier | Northwestern Mutual |
| Insurance Carrier | CNA Financial Corporation |
| Insurance Carrier | AXA Equitable |
| Insurance Advisor/Broker | Michael S. Youngdahl |
| Insurance Advisor/Broker | Timothy M. Dillon |
| Insurance Advisor/Broker | John J Perras |
| Insurance Advisor/Broker | W G Mcpherson |
| Auditor | Baker Spindler Holtz |
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