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Company:
Gallagher & Kennedy, P.A.
Plan:
Gallagher & Kennedy, P.A. Profit Sharing and 401k Plan
 

Gallagher & Kennedy, P.A.

82 Plan: Gallagher & Kennedy, P.A. Profit Sharing and 401k Plan

 
 
82
29
72
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (82) and the top rated plan (87) could equate to:
[How is this calculated?]
4 additional years of work
Up to $10,500 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

Gallagher & Kennedy, P.A. Profit Sharing and 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82, 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. Gallagher & Kennedy, P.A. Profit Sharing and 401k Plan currently has over 200 active participants and over $42.6M in plan assets.


 Investment Menu Statistics

No. of Investment Options
20
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Self-Directed Brokerage Accounts 15%
2. ABA/Northern Trust Large Cap Equity 13%
3. ABA/Northern Trust Bond Core Plus 9%

 Retirement Plan Details

Address 2575 East Camelback Road
Phoenix, AZ 85016 
Industry Offices of Lawyers
Administrator Dean Short
Net Plan Assets $42,600,000
Total Participants 250
Avg Account Balance $170,000

  Plan Service Provider

Auditor Gaintner, Bandler, Reed & Peters