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.
|1.||Dodge & Cox Balanced||14%|
|2.||Vanguard 500 Index||10%|
|3.||American Funds Growth Fund of America||7%|
222 Vallejo Street
San Francisco, CA 94111
|Net Plan Assets||$12,600,000|
|Avg Account Balance||$70,000|
|Shepley Bulfinch Richardson and...||74.4|
|CBT/Childs Bertman Tseckares||72.6|
|A. Epstein and Sons International||70.3|
|I.C. Thomasson Associates||66.3|
Please visit the vault to keep your 401k plan information accurate and up-to-date.