Schwabe, Williamson & Wyatt, P.C.
78
Plan:
Schwabe, Williamson & Wyatt, P.C. 401k Profit Sharing Plan
39
82
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (78) and the top rated plan (89) could equate to:
[How is this calculated?]
[How is this calculated?]
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
Schwabe, Williamson & Wyatt, P.C. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 78. This plan is in the top 15% of plans for Account Balances, Participation Rate, Salary Deferral, and Total Plan Cost. Schwabe, Williamson & Wyatt, P.C. 401k Profit Sharing Plan currently has over 500 active participants and over $65.9M in plan assets.
Retirement Plan Details
| Address |
1211 Sw Fifth Avenue, Suite 1900
Portland, OR 97204-3795 |
| Industry | Offices of Lawyers |
| Administrator | Rhonda Stephens |
| Net Plan Assets | $65,900,000 |
| Total Participants | 530 |
| Avg Account Balance | $120,000 |
Compare Other Companies in Peer Group
| Waller Lansden Dortch & Davis, PLLC | 86.5 |
| Ice Miller LLP | 84.1 |
| Munger, Tolles & Olson LLP | 82.6 |
| Chapman and Cutler LLP | 81.6 |
| Fennemore Craig, P.C. | 78.6 |
| Holme Roberts & Owen LLP | 70.6 |
Top 3 Funds in this 401k
| 1. | Self-Directed Brokerage Accounts | 20% |
| 2. | Prudential Guaranteed Income Fund | 14% |
| 3. | Vanguard 500 Index | 9% |
Plan Service Providers
| Insurance Carrier | Surety Life Insurance Co |
| Insurance Carrier | MassMutual |
| Insurance Carrier | Mutual Life Insurance Co of Ny |
| Insurance Carrier | Sunset Life Insurance Co |
| Insurance Carrier | Lincoln Financial |
| Insurance Carrier | Northwestern Mutual |
| Insurance Carrier | The Guardian Life Insurance |
| Insurance Carrier | Phonix Home Life Mutual Insurance |
| Insurance Carrier | Transamerica |
| Recordkeeper | Prudential |
| Auditor | Moss Adams |



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