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Company:
Calibre CPA Group, PLLC
Plan:
Calibre CPA Group, PLLC Profit Sharing Plan
 

Calibre CPA Group, PLLC

77 Plan:

 
 
77
36
74
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (77) and the top rated plan (90) could equate to:
[How is this calculated?]
10 additional years of work
Up to $26,800 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

Calibre CPA Group, PLLC 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 Account Balances and Company Generosity. Calibre CPA Group, PLLC Profit Sharing Plan currently has over 100 active participants and over $9.5M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
18
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. BlackRock S&P 500 Index 22%
2. PIMCO Total Return 17%
3. Cash and Cash Equivalents 12%

 
Plan Component Ratings

 Retirement Plan Details

Address 7501 Wisconsin Avenue
Suite 1200w
Bethesda, MD 20814 
Industry Offices of Certified Public Accountants
Administrator Barbara Brown Talisman
Net Plan Assets $9,480,000
Total Participants 120
Avg Account Balance $93,000

 Compare Other Companies in Peer Group

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Margolin, Winer & Evens LLP 71.7

  Plan Service Providers

Recordkeeper Bank of America Merrill Lynch
Auditor Mulcahy Pauritsch Salvador & Co.

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