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Company:
Sanders Morris Harris Group, Inc.
Plan:
Sanders Morris Harris Group, Inc. 401k Plan
 

Sanders Morris Harris Group, Inc.

69 Plan: Sanders Morris Harris Group, Inc. 401k Plan

 
 
69
9
73
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (69) and the top rated plan (86) could equate to:
[How is this calculated?]
9 additional years of work
Up to $89,400 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

Sanders Morris Harris Group, Inc. 401k 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 15% of plans for Salary Deferral. Sanders Morris Harris Group, Inc. 401k Plan currently has over 400 active participants and over $17.8M in plan assets.

 

 Retirement Plan Details

Address 600 Travis, Suite 5800
Houston, TX 77002 
Industry Offices of Other Holding Companies
Administrator Kathy Garcia
Sponsor Rick Berry
Net Plan Assets $17,800,000
Total Participants 460
Avg Account Balance $39,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 23%
2. T. Rowe Price Retirement 2025 9%
3. T. Rowe Price Retirement 2030 8%

  Plan Service Providers

Corporate Trustee T. Rowe Price
Recordkeeper T. Rowe Price
Auditor Hamm, Langston & Brezina LLP

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