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Company:
Robert Charles Lesser & Co., LLC
Plan:
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust
 

Robert Charles Lesser & Co., LLC

80 Plan: Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust

 
 
80
3
67
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (80) and the top rated plan (84) could equate to:
[How is this calculated?]
3 additional years of work
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

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 80, 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.

 

 Retirement Plan Details

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

 Top 3 Funds in this 401k

1. Fidelity Contrafund 16%
2. John Hancock Money Market 10%
3. John Hancock Funds II Lifestyle Growth 6%

  Plan Service Providers

Auditor SB & Company, LLC
Corporate Trustee John Hancock
Recordkeeper John Hancock
Insurance Carrier John Hancock
Insurance Advisor/Broker NFP Securities, Inc.

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