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

Kaplan, McLaughlin & Diaz

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

 
 
71
20
71
90
0
10
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90
100
For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (71) and the top rated plan (90) could equate to:
[How is this calculated?]
11 additional years of work
Up to $144,800 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 71. This plan is in the top 35% of plans for Account Balances, Participation Rate, Salary Deferral, and Total Plan Cost. Kaplan, McLaughlin & Diaz 401k Tax Reduction and Investment Plan currently has over 100 active participants and over $12.6M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
24
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. Dodge & Cox Balanced 14%
2. Vanguard 500 Index 10%
3. American Funds Growth Fund of America 7%

 Retirement Plan Details

Address 222 Vallejo Street
San Francisco, CA 94111 
Industry Architectural Services
Administrator Roy Latka
Net Plan Assets $12,600,000
Total Participants 180
Avg Account Balance $70,000

  Plan Service Providers

Recordkeeper Pension Dynamics Corporation
Auditor Bregante & Company, LLP

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