Home  >   401k Directory   >   Waddell & Reed Financial, Inc.
 
Company:
Waddell & Reed Financial, Inc.
Plan:
Waddell & Reed Financial, Inc. 401k and Thrift Plan
 

Waddell & Reed Financial, Inc.

76 Plan: Waddell & Reed Financial, Inc. 401k and Thrift Plan

 
 
76
41
75
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (76) and the top rated plan (90) could equate to:
[How is this calculated?]
10 additional years of work
Up to $53,600 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

Waddell & Reed Financial, Inc. 401k and Thrift Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances and Salary Deferral. Waddell & Reed Financial, Inc. 401k and Thrift Plan currently has over 1,900 active participants and over $143.0M in plan assets.

 

 Retirement Plan Details

Address 6300 Lamar Avenue
Overland Park, KS 66202 
Industry Finance and Insurance
Administrator Sara Kircher
Net Plan Assets $143,000,000
Total Participants 1,900
Avg Account Balance $75,000

 Top 3 Funds in this 401k

1. Waddell & Reed Asset Strategy 8%
2. Waddell & Reed Cash Management 6%
3. Ivy Asset Strategy 6%

  Plan Service Providers

Corporate Trustee Marshall & Ilsley
Recordkeeper Marshall & Ilsley
Auditor KPMG, Llp

 Comments