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Company:
Schwabe, Williamson & Wyatt, P.C.
Plan:
Schwabe, Williamson & Wyatt, P.C. 401k Profit Sharing Plan
 

Schwabe, Williamson & Wyatt, P.C.

78 Plan: Schwabe, Williamson & Wyatt, P.C. 401k Profit Sharing Plan

 
 
78
39
82
89
0
10
20
30
40
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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?]
8 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

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

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 20%
2. Prudential Guaranteed Income Fund 14%
3. Vanguard 500 Index 9%

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