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Company:
Shughart Thomson & Kilroy, P.C.
Plan:
Shughart Thomson & Kilroy Employees Profit Sharing Plan and Trust
 

Shughart Thomson & Kilroy, P.C.

78 Plan: Shughart Thomson & Kilroy Employees Profit Sharing Plan and Trust

 
 
78
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71
85
0
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For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (78) and the top rated plan (85) could equate to:
[How is this calculated?]
5 additional years of work
Up to $21,500 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

Shughart Thomson & Kilroy Employees Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 78, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. Shughart Thomson & Kilroy Employees Profit Sharing Plan and Trust currently has over 400 active participants and over $29.4M in plan assets.

 

 Retirement Plan Details

Address 120 W 12th St
Kansas City, MO 64105-1918 
Industry Professional, Scientific, and Technical Services
Administrator Perry Toll
Net Plan Assets $29,400,000
Total Participants 450
Avg Account Balance $66,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 27%
2. Oakmark Equity & Income 19%
3. Allianz NFJ Dividend Value 5%

  Plan Service Providers

Auditor Bkd, LLP
Corporate Trustee Marshall & Ilsley
Recordkeeper Marshall & Ilsley

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