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Company:
Feldman Equities Management, LLC
Plan:
Feldman Equities Management 401k Profit Sharing Plan
 

Feldman Equities Management, LLC

62 Plan: Feldman Equities Management 401k Profit Sharing Plan

 
 
62
24
61
86
0
10
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100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (62) and the top rated plan (86) could equate to:
[How is this calculated?]
13 additional years of work
Up to $119,000 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

Feldman Equities Management 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. This plan is in the top 15% of plans for Investment Menu Quality and Salary Deferral. Feldman Equities Management 401k Profit Sharing Plan currently has over 100 active participants and over $855.2K in plan assets.

 

 Retirement Plan Details

Address Po Box 500
Chadds Ford, PA 19317-0500 
Industry Offices of Other Holding Companies
Administrator Thomas E. Wirth
Net Plan Assets $860,000
Total Participants 120
Avg Account Balance $7,300

 Top 3 Funds in this 401k

1. Thornburg International Value 12%
2. Hartford Life Money Market HLS 12%
3. Davis New York Venture 9%

  Plan Service Providers

Insurance Carrier Hartford
Auditor Evers Robinson Ltd
Insurance Advisor/Broker Bank of America Merrill Lynch

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