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Company:
Hoffman, Hart & Wagner
Plan:
Hoffman, Hart & Wagner 401k Profit Sharing Plan
 

Hoffman, Hart & Wagner

82 Plan: Hoffman, Hart & Wagner 401k Profit Sharing Plan

 
 
82
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77
86
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For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (82) and the top rated plan (86) could equate to:
[How is this calculated?]
4 additional years of work
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

Hoffman, Hart & Wagner 401k Profit Sharing 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 and Company Generosity. Hoffman, Hart & Wagner 401k Profit Sharing Plan currently has over 100 active participants and over $13.2M in plan assets.

 

 Retirement Plan Details

Address 1000 Southwest Broadway, Suite 2000
Portland, OR 97205 
Industry Offices of Lawyers
Administrator Connie E. Mckelvey
Net Plan Assets $13,200,000
Total Participants 140
Avg Account Balance $98,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 52%
2. American Funds Growth Fund of America 9%
3. Rainier Small/Mid Cap Equity 6%

  Plan Service Providers

Insurance Carrier MassMutual
Insurance Carrier Northwestern Mutual
Insurance Advisor/Broker Craig D. Chambers
Insurance Advisor/Broker James D. Pittman
Insurance Advisor/Broker Gaylord E. Davis
Auditor G.M. Brandt P.C.
Recordkeeper The Standard

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