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. This plan is 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 $169.4M in plan assets.
|1.||Self-Directed Brokerage Accounts||28%|
|2.||Vanguard Institutional Index||17%|
|3.||Prudential Stable Value||8%|
1601 Elm Street, Suite 3000
Dallas, TX 75201
|Industry||Offices of Lawyers|
|Net Plan Assets||$169,000,000|
|Avg Account Balance||$340,000|
|Compuware Corporation Tax...||83.6|
|Pine State Trading Co.||73.2|
|Sheet Metal Workers Local Union...||68.3|
|Louis Shanks of Texas||61.0|
|Kennebec Valley Community Action...||57.3|
|Insurance Carrier||Phoenix Wealth Management|
|Recordkeeper||Bank of America Merrill Lynch|
|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.