5 additional years of work Up to $4,300 in lost retirement savings.Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 78, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity, Investment Menu Quality, and Salary Deferral. Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust currently has over 100 active participants and over $2.9M in plan assets.
| Address |
7200 Wisconsin Avenue, Suite 750
Bethesda, MD 20814-7222 |
| Industry | Other Activities Related to Real Estate |
| Sponsor | CEO |
| Net Plan Assets | $2,910,000 |
| Total Participants | 120 |
| Avg Account Balance | $28,000 |
| FirsTitle and Abstract Services | 63.2 |
| CH Employment Services, LLC | 61.9 |
| Drury Southwest | 61.5 |
| Heritage Development Group | 59.0 |
| The Desert Highlands Association | 52.1 |
| Guaranty Abstract Company | 48.4 |
| 1. | Fidelity Contrafund | 16% |
| 2. | John Hancock Money Market | 10% |
| 3. | John Hancock Funds II Lifestyle Growth | 6% |
| Insurance Carrier | John Hancock |
| Recordkeeper | John Hancock |
| Auditor | SB & Company, LLC |
| Corporate Trustee | John Hancock |
| Insurance Advisor/Broker | NFP Securities, Inc. |
BrightScope Rating
Comments