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Company:
Rachlin Cohen & Holtz, LLP
Plan:
Rachlin Cohen & Holtz 401k Profit Sharing Plan
 

Rachlin Cohen & Holtz, LLP

69 Plan: Rachlin Cohen & Holtz 401k Profit Sharing Plan

 
 
69
33
70
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (69) and the top rated plan (85) could equate to:
[How is this calculated?]
9 additional years of work
Up to $98,600 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

Rachlin Cohen & Holtz 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 35% of plans for Company Generosity and Salary Deferral. Rachlin Cohen & Holtz 401k Profit Sharing Plan currently has over 200 active participants and over $8.6M in plan assets.

 

 Retirement Plan Details

Address 1 Se 3rd Ave Fl 10
Miami, FL 33131-1710 
Industry Offices of Certified Public Accountants
Administrator Marc K Powers
Sponsor Marc K Powers Partner, Cfo
Net Plan Assets $8,560,000
Total Participants 220
Avg Account Balance $41,000

 Top 3 Funds in this 401k

1. Schwab Personal Choice Retirement Account 19%
2. Fidelity Retirement Money Market 10%
3. Russell US Core Equity 9%

  Plan Service Providers

Auditor Averett Warmus Durkee
Recordkeeper Ingham & Co.
Insurance Advisor/Broker Travelers

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