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Company:
Brown, Smith, Wallace, LLC
Plan:
Brown, Smith, Wallace, LLC 401k Profit Sharing Plan
 

Brown, Smith, Wallace, LLC

72 Plan: Brown, Smith, Wallace, LLC 401k Profit Sharing Plan

 
 
72
31
72
87
0
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100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (72) and the top rated plan (87) could equate to:
[How is this calculated?]
9 additional years of work
Up to $22,800 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

Brown, Smith, Wallace, 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 72. This plan is in the top 15% of plans for Investment Menu Quality. Brown, Smith, Wallace, LLC 401k Profit Sharing Plan currently has over 200 active participants and over $9.0M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 1050 N. Lindbergh Blvd
St. Louis, MO 63132 
Industry Offices of Certified Public Accountants
Administrator Les Block
Net Plan Assets $9,030,000
Total Participants 260
Avg Account Balance $36,000

 Compare Other Companies in Peer Group

Perry-Smith LLP 79.4
Kreischer Miller 77.1
Honkamp Krueger & Co., P.C. 68.8
Loeb & Troper 67.8
Postlethwaite & Netterville, APAC 66.3
Federated Funeral Directors of... 65.1

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 17%
2. John Hancock Funds II Lifestyle Balanced 13%
3. John Hancock Funds II Fundamental Value 4%

  Plan Service Providers

Insurance Carrier John Hancock
Recordkeeper John Hancock
Auditor Ellingson & Ellingson, Ltd.

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