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Company:
Filbert Management
Plan:
Filbert Management 401k Plan
 

Filbert Management

70 Plan: Filbert Management 401k Plan

 
 
70
37
64
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (70) and the top rated plan (85) could equate to:
[How is this calculated?]
9 additional years of work
Up to $52,500 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

Filbert Management 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Participation Rate and Total Plan Cost. Filbert Management 401k Plan currently has over 100 active participants and over $10.0M in plan assets.

 

 Retirement Plan Details

Address 201 Filbert Street, Suite 700
San Francisco, CA 94133 
Industry Real Estate and Rental and Leasing
Administrator Raymond Brenner
Net Plan Assets $10,000,000
Total Participants 200
Avg Account Balance $51,000

 Top 3 Funds in this 401k

1. Vanguard Retirement Savings Trust 16%
2. Vanguard 500 Index 12%
3. Vanguard GNMA 9%

  Plan Service Providers

Recordkeeper Vanguard Group
Consultant Vanguard Group
Auditor Armanino Mckenna LLP

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