Zuckerman Spaeder, LLP
86
Plan:
Zuckerman Spaeder, LLP 401k Profit Sharing Plan
67
82
89
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10
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100
For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (86) and the top rated plan (89) could equate to:
[How is this calculated?]
[How is this calculated?]
2 additional years of workThe 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
Zuckerman Spaeder, LLP 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 86, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. Zuckerman Spaeder, LLP 401k Profit Sharing Plan currently has over 200 active participants and over $43.2M in plan assets.
Retirement Plan Details
| Address |
1800 M Street Nw Suite 1000
Washington, DC 20036-5802 |
| Industry | Offices of Lawyers |
| Administrator | Jeffrey Morson |
| Net Plan Assets | $43,200,000 |
| Total Participants | 230 |
| Avg Account Balance | $200,000 |
Compare Other Companies in Peer Group
Top 3 Funds in this 401k
| 1. | Self-Directed Brokerage Accounts | 23% |
| 2. | American Funds Growth Fund of America | 16% |
| 3. | American Funds New Perspective | 12% |
Plan Service Providers
| Insurance Carrier | Nationwide |
| Insurance Advisor/Broker | Morgan Stanley Smith Barney |
| Investment Adviser | Bank of America Merrill Lynch |
| Investment Adviser | Marshfield Associates |
| Investment Adviser | The Stuart Group |
| Investment Adviser | Morgan Stanley Smith Barney |
| Investment Adviser | The Jeffrey Group |
| Auditor | Baker Tilly |
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