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Company:
Baker Donelson Bearman Caldwell & Berkowitz
Plan:
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan
 

Baker Donelson Bearman Caldwell & Berkowitz

85 Plan: Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan

 
 
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90
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For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (85) and the top rated plan (90) could equate to:
[How is this calculated?]
4 additional years of work
Up to $27,300 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

Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 85. This plan is in the top 15% of plans for Account Balances, Company Generosity, Investment Menu Quality, Participation Rate, and Salary Deferral. Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan currently has over 1,200 active participants and over $137.4M in plan assets.

 

 Retirement Plan Details

Address 165 Madison Avenue
First Tennessee Building
Memphis, TN 38103 
Industry Offices of Lawyers
Administrator Jim Hughes
Net Plan Assets $137,000,000
Total Participants 1,300
Avg Account Balance $120,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 27%
2. MFS Growth Allocation 12%
3. MFS Moderate Allocation 10%

  Plan Service Providers

Insurance Carrier Jefferson National Life Insurance Company
Insurance Carrier MassMutual
Insurance Carrier Washington National Insurance Company
Insurance Advisor/Broker David P. Rogers
Recordkeeper Hartford
Recordkeeper GPC Securities, Inc.
Auditor Dixon Hughes, LLC

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