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Company:
Smith Moore Leatherwood LLP
Plan:
Smith Moore Leatherwood LLP Profit Sharing and Savings Plan
 

Smith Moore Leatherwood LLP

87 Plan:

 
 
87
42
81
89
0
10
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For the average 401k participant, the 2 point difference between this plan's BrightScope Rating (87) and the top rated plan (89) could equate to:
[How is this calculated?]
1 additional year of work
Up to $49,200 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

Smith Moore Leatherwood LLP Profit Sharing and Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 87, 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, Investment Menu Quality, and Salary Deferral. Smith Moore Leatherwood LLP Profit Sharing and Savings Plan currently has over 300 active participants and over $57.6M in plan assets.

 

 Retirement Plan Details

Address 300 N. Greene Street Suite 1400
Greensboro, NC 27401 
Industry Professional, Scientific, and Technical Services
Administrator Phillip R Ellis
Sponsor Samuel Long III
Net Plan Assets $57,600,000
Total Participants 370
Avg Account Balance $160,000

 Top 3 Funds in this 401k

1. Vanguard Wellington 12%
2. PIMCO Total Return 12%
3. American Funds Growth Fund of America 11%

  Plan Service Providers

Insurance Carrier Northwestern Mutual
Insurance Carrier Jefferson National Life Insurance Company
Insurance Carrier Pacific Life Insurance
Recordkeeper Charles Schwab
Investment Adviser Robert W. Baird & Co.
Auditor Davenport Marvin Joyce & Co

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