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Company:
ThinkEquity Partners, LLC
Plan:
ThinkEquity Partners, LLC 401k Profit Sharing Plan
 

ThinkEquity Partners, LLC

77 Plan: ThinkEquity Partners, LLC 401k Profit Sharing Plan

 
 
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92
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For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (77) and the top rated plan (92) could equate to:
[How is this calculated?]
11 additional years of work
Up to $82,600 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

ThinkEquity Partners, LLC 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. This plan is in the top 15% of plans for Salary Deferral. ThinkEquity Partners, LLC 401k Profit Sharing Plan currently has over 200 active participants and over $8.4M in plan assets.

 

 Retirement Plan Details

Address 600 Montgomery Street, 3rd Floor
San Francisco, CA 94111 
Industry Securities Brokerage
Administrator Harriet Britt
Net Plan Assets $8,380,000
Total Participants 200
Avg Account Balance $42,000

 Compare Other Companies in Peer Group

International Strategy and... 81.3
FMSbonds 78.9
Coastal Securities 75.6
The Conifer Group, LLC 75.2
Moors & Cabot 68.4
Muriel Siebert & Co. 61.1

 Top 3 Funds in this 401k

1. Wells Fargo Stable Return Trust 24%
2. Wells Fargo Advantage Small Cap Opportunities 16%
3. American Funds EuroPacific Growth 10%

  Plan Service Providers

Corporate Trustee Wells Fargo (Wachovia)
Recordkeeper Wells Fargo (Wachovia)
Auditor Burr Pilger Mayer, Inc.

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