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Company:
Thornburg Investment Management
Plan:
Thornburg Investment Management, Incorporated 401k Plan
 

Thornburg Investment Management

88 Plan:

 
 
88
40
76
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 1 point difference between this plan's BrightScope Rating (88) and the top rated plan (89) could equate to:
[How is this calculated?]
1 additional year of work
Up to $15,500 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

Thornburg Investment Management, Incorporated 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 88, 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, Company Generosity, and Salary Deferral. Thornburg Investment Management, Incorporated 401k Plan currently has over 300 active participants and over $41.9M in plan assets.

 

 Retirement Plan Details

Address 2300 North Ridgetop Road
Santa Fe, NM 87506 
Industry Finance and Insurance
Administrator Shawn Lee
Net Plan Assets $41,900,000
Total Participants 390
Avg Account Balance $110,000

 Top 3 Funds in this 401k

1. Thornburg Investment Income Builder 23%
2. Thornburg International Value 17%
3. Thornburg Value 14%

  Plan Service Providers

Recordkeeper ADP
Auditor Pulakos & Alongi Ltd

 Comments