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Company:
Kaplan, McLaughlin & Diaz
Plan:
Kaplan, McLaughlin & Diaz 401k Tax Reduction and Investment Plan
 

Kaplan, McLaughlin & Diaz

80 Plan: Kaplan, McLaughlin & Diaz 401k Tax Reduction and Investment Plan

 
 
80
21
72
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (80) and the top rated plan (87) could equate to:
[How is this calculated?]
5 additional years of work
Up to $6,500 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

Kaplan, McLaughlin & Diaz 401k Tax Reduction and Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 80, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity and Participation Rate. Kaplan, McLaughlin & Diaz 401k Tax Reduction and Investment Plan currently has over 200 active participants and over $10.2M in plan assets.

 

 Retirement Plan Details

Address 222 Vallejo Street
San Francisco, CA 94111 
Industry Architectural Services
Administrator Roy Latka
Net Plan Assets $10,200,000
Total Participants 210
Avg Account Balance $53,000

 Top 3 Funds in this 401k

1. Dodge & Cox Balanced 15%
2. Vanguard Prime Money Market 12%
3. Vanguard 500 Index 12%

  Plan Service Providers

Recordkeeper Pension Dynamics Corporation
Auditor Bregante & Company, LLP

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