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Company:
Laird Norton Investment Management, Inc.
Plan:
Laird Norton Investment Management, Inc. 401k and Pension Plan
 

Laird Norton Investment Management, Inc.

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Congratulations! This plan has the highest rating in its peer group.
 

Retirement Plan Description

Laird Norton Investment Management, Inc. 401k and Pension Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 87, 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, Participation Rate, and Salary Deferral. Laird Norton Investment Management, Inc. 401k and Pension Plan currently has over 100 active participants and over $18.3M in plan assets.

 

 Retirement Plan Details

Address 301 Battery Street, Ste 400
San Francisco, CA 94111-3203 
Industry Commercial Banking
Administrator Heather Hall
Net Plan Assets $18,300,000
Total Participants 120
Avg Account Balance $150,000

 Top 3 Funds in this 401k

1. Total Common Stocks 47%
2. UBS Liquid Assets Fund 14%
3. iShares S&P 500 Value Index 11%

  Plan Service Providers

Investment Adviser UBS
Corporate Trustee Wilmington Trust Corp.
Auditor Moss Adams

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