Gardere Wynne Sewell LLP Savings and Retirement Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 85, 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, Salary Deferral, and Total Plan Cost. Gardere Wynne Sewell LLP Savings and Retirement Plan and Trust currently has over 500 active participants and over $146.7M in plan assets.
|1.||Bank of America Self-Directed Brokerage||26%|
|2.||Vanguard Institutional Index||16%|
|3.||Prudential Stable Value||9%|
1601 Elm Street, Suite 3000
Dallas, TX 75201
|Industry||Offices of Lawyers|
|Net Plan Assets||$147,000,000|
|Avg Account Balance||$290,000|
|Smith, Buss & Jacobs, LLP||81.0|
|Baker Tilly Virchow Krause, LLP||78.1|
|Joint Annuity Community Annuity...||70.4|
|Eighth District Electrical Pension...||59.6|
|Insurance Carrier||Phoenix Wealth Management|
|Investment Adviser||UBS Financial Services, Inc.|
|Recordkeeper||UBS Financial Services, Inc.|
|Investment Adviser||CAPTRUST Financial Advisors|
|Auditor||Judd, Thomas, Smith & Company, P.C.|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.