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

Calibre CPA Group, PLLC

75 Plan:

 
 
75
31
73
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (75) and the top rated plan (90) could equate to:
[How is this calculated?]
10 additional years of work
Up to $114,000 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

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 75. This plan is in the top 15% of plans for Company Generosity. Calibre CPA Group, PLLC Profit Sharing Plan currently has over 100 active participants and over $7.6M in plan assets.

 

 Retirement Plan Details

Address 1850 K Street Nw
Washington, DC 20006 
Industry Offices of Certified Public Accountants
Administrator Bobbi Brown Talisman
Net Plan Assets $7,560,000
Total Participants 110
Avg Account Balance $70,000

 Top 3 Funds in this 401k

1. BlackRock S&P 500 Index 25%
2. PIMCO Total Return 19%
3. Invesco Van Kampen Growth & Income 10%

  Plan Service Providers

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

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