Zelle Hofmann Voelbel & Mason LLP
85
Plan:
41
82
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (85) and the top rated plan (89) could equate to:
[How is this calculated?]
[How is this calculated?]
4 additional years of workThe 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
Zelle Hofmann Voelbel & Mason LLP Profit Sharing 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 85. This plan is in the top 15% of plans for Account Balances, Company Generosity, Investment Menu Quality, and Salary Deferral. Zelle Hofmann Voelbel & Mason LLP Profit Sharing 401k Plan currently has over 100 active participants and over $37.4M in plan assets.
Retirement Plan Details
| Address |
500 Washington Avenue South
Minneapolis, MN 55415 |
| Industry | Offices of Lawyers |
| Administrator | Robert R. Pederson |
| Sponsor | Robert R Pederson |
| Net Plan Assets | $37,400,000 |
| Total Participants | 170 |
| Avg Account Balance | $240,000 |
Compare Other Companies in Peer Group
Top 3 Funds in this 401k
| 1. | Self-Directed Brokerage Accounts | 23% |
| 2. | MFS Value | 14% |
| 3. | Charles Schwab Stable Value Fund | 12% |
Plan Service Providers
| Insurance Carrier | Minnesota Life |
| Insurance Carrier | MassMutual |
| Insurance Carrier | Conseco Life Insurance Company |
| Insurance Advisor/Broker | Executive Insurance Agency, Inc. |
| Insurance Advisor/Broker | Securian Financial Group, Inc. |
| Investment Adviser | Pekin Singer Strauss Asset Mgt |
| Auditor | Simma Flottemesh & Orenstein |
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