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Company:
Severson & Werson
Plan:
Severson & Werson Profit Sharing and Salary Deferral Plan
 

Severson & Werson

78 Plan:

 
 
78
24
81
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (78) and the top rated plan (88) could equate to:
[How is this calculated?]
7 additional years of work
Up to $31,000 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

Severson & Werson Profit Sharing and Salary Deferral 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, Company Generosity, Investment Menu Quality, Salary Deferral, and Total Plan Cost. Severson & Werson Profit Sharing and Salary Deferral Plan currently has over 100 active participants and over $31.2M in plan assets.

 

 Retirement Plan Details

Address One Embarcadero Center, Suite 2600
San Francisco, CA 94111 
Industry Offices of Lawyers
Administrator Ronald Manuel
Net Plan Assets $31,200,000
Total Participants 150
Avg Account Balance $210,000

 Top 3 Funds in this 401k

1. Vanguard Balanced Index 43%
2. Vanguard Prime Money Market 8%
3. Vanguard Total Bond Market Index 7%

  Plan Service Providers

Recordkeeper Vanguard Group
Consultant Vanguard Group
Consultant Johnston, Gremaux & Rossi
Auditor Johnston, Gremaux & Rossi

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