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Company:
Lurie Besikof Lapidus & Company, LLP
Plan:
Lurie Besikof Lapidus & Company, LLP 401k Profit Sharing Plan
 

Lurie Besikof Lapidus & Company, LLP

77 Plan: Lurie Besikof Lapidus & Company, LLP 401k Profit Sharing Plan

 
 
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87
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For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (77) and the top rated plan (87) could equate to:
[How is this calculated?]
7 additional years of work
Up to $10,000 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

Lurie Besikof Lapidus & Company, LLP 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77, 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 Total Plan Cost. Lurie Besikof Lapidus & Company, LLP 401k Profit Sharing Plan currently has over 100 active participants and over $14.7M in plan assets.

 

 Retirement Plan Details

Address 2501 Wayzata Boulevard
Minneapolis, MN 55405 
Industry Offices of Certified Public Accountants
Administrator Beth Leonard
Net Plan Assets $14,700,000
Total Participants 170
Avg Account Balance $88,000

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 20%
2. American Funds EuroPacific Growth 13%
3. American Funds American Balanced 13%

  Plan Service Providers

Insurance Carrier Prudential
Insurance Advisor/Broker The Oak Ridge Financial Services Group, Inc.
Investment Adviser The Oak Ridge Financial Services Group, Inc.
Recordkeeper Fidelity
Auditor RubinBrown Benefits Group

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