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Company:
Sirote & Permutt, P.C.
Plan:
Sirote & Permutt, P.C. Profit Sharing 401k Plan
 

Sirote & Permutt, P.C.

75 Plan: Sirote & Permutt, P.C. Profit Sharing 401k Plan

 
 
75
61
82
89
0
10
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30
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90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (75) and the top rated plan (89) could equate to:
[How is this calculated?]
9 additional years of work
Up to $43,600 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

Sirote & Permutt, P.C. Profit Sharing 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. Sirote & Permutt, P.C. Profit Sharing 401k Plan currently has over 300 active participants and over $65.5M in plan assets.

 

 Retirement Plan Details

Address 2311 Highland Avenue South
Po Box 55727
Birmingham, AL 35255-5727 
Industry Offices of Lawyers
Administrator David Whitson
Net Plan Assets $65,500,000
Total Participants 380
Avg Account Balance $180,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 24%
2. Vanguard Total Stock Market Index 16%
3. Jensen Quality Growth 9%

  Plan Service Providers

Investment Adviser Lord Abbett
Investment Adviser Congress Asset Management Company
Auditor Dipiazza, Larocca, Heeter & Co, LLC

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