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Company:
Harris Beach PLLC
Plan:
Harris Beach 401k Profit Sharing Plan
 

Harris Beach PLLC

86 Plan: Harris Beach 401k Profit Sharing Plan

 
 
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For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (86) and the top rated plan (89) could equate to:
[How is this calculated?]
2 additional years of work
Up to $39,900 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

Harris Beach 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 86. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Participation Rate. Harris Beach 401k Profit Sharing Plan currently has over 400 active participants and over $93.6M in plan assets.

 

 Retirement Plan Details

Address 99 Garnsey Road
Pittsford, NY 14534-4532 
Industry Offices of Lawyers
Administrator William H. Kedley
Net Plan Assets $93,600,000
Total Participants 450
Avg Account Balance $200,000

 Top 3 Funds in this 401k

1. PIMCO Total Return 17%
2. Self-Directed Brokerage Accounts 13%
3. American Funds Growth Fund of America 10%

  Plan Service Providers

Insurance Carrier UNIFI Companies
Corporate Trustee City National Bank
Recordkeeper City National Bank
Auditor The Bonadio Group, LLC

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