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Company:
Hodes, Ulman, Pessin & Katz, P.A.
Plan:
The Hodes, Ulman, Pessin & Katz PA 401k Plan
 

Hodes, Ulman, Pessin & Katz, P.A.

73 Plan:

 
 
73
24
79
88
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 (73) and the top rated plan (88) could equate to:
[How is this calculated?]
10 additional years of work
Up to $10,500 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

The Hodes, Ulman, Pessin & Katz PA 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Investment Menu Quality and Participation Rate. The Hodes, Ulman, Pessin & Katz PA 401k Plan currently has over 100 active participants and over $7.4M in plan assets.

 

 Retirement Plan Details

Address 901 Dulaney Valley Road
Suite 400
Towson, MD 21204 
Industry Offices of Lawyers
Administrator Carl Spaeth Jr
Net Plan Assets $7,380,000
Total Participants 110
Avg Account Balance $67,000

 Top 3 Funds in this 401k

1. Bank of America Retirement Preservation Trust 22%
2. PIMCO Total Return 14%
3. American Funds Growth Fund of America 10%

  Plan Service Providers

Recordkeeper Bank of America Merrill Lynch
Auditor Stout, Causey & Horning, P.A.

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