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Company:
Farella Braun and Martel LLP
Plan:
Farella Braun and Martel LLP Profit Sharing and 401k Plan
 

Farella Braun and Martel LLP

86 Plan:

 
 
86
42
82
89
0
10
20
30
40
50
60
70
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90
100
For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (86) and the top rated plan (89) could equate to:
[How is this calculated?]
2 additional years of work
Up to $25,900 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

Farella Braun and Martel LLP Profit Sharing and 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 86. This plan is in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Farella Braun and Martel LLP Profit Sharing and 401k Plan currently has over 200 active participants and over $76.3M in plan assets.

 

 Retirement Plan Details

Address 235 Montgomery Street
San Francisco, CA 94104 
Industry Offices of Lawyers
Administrator Said Kordestani
Sponsor Steve Lowenthal
Net Plan Assets $76,300,000
Total Participants 280
Avg Account Balance $290,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 20%
2. Vanguard Capital Opportunity 11%
3. Vanguard Prime Money Market 9%

  Plan Service Providers

Investment Adviser DHR Investment Counsel
Investment Adviser UBS
Investment Adviser Lateef Management Assoc
Recordkeeper Vanguard Group
Auditor Mah & Associates LLP

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