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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

 
 
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88
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For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (82) and the top rated plan (88) could equate to:
[How is this calculated?]
5 additional years of work
Up to $10,200 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. This plan is 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 $35.3M in plan assets.

 

 Retirement Plan Details

Address 2575 East Camelback Road
Phoenix, AZ 85016 
Industry Offices of Lawyers
Administrator Dean Short
Net Plan Assets $35,300,000
Total Participants 250
Avg Account Balance $150,000

 Top 3 Funds in this 401k

1. ABA/State Street Large Cap Equity 15%
2. Self-Directed Brokerage Accounts 14%
3. Northern Trust Stable Asset Fund 9%

  Plan Service Provider

Auditor Gaintner, Bandler, Reed & Peters

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