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Company:
Shorenstein Realty Services, L.P.
Plan:
The Shorenstein 401k Tax Sheltered Savings Plan
 

Shorenstein Realty Services, L.P.

81 Plan: The Shorenstein 401k Tax Sheltered Savings Plan

 
 
81
9
67
88
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 (81) and the top rated plan (88) could equate to:
[How is this calculated?]
5 additional years of work
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

The Shorenstein 401k Tax Sheltered Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. The Shorenstein 401k Tax Sheltered Savings Plan currently has over 300 active participants and over $30.8M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 235 Montgomery St Fl 15
San Francisco, CA 94104-3102 
Industry Real Estate and Rental and Leasing
Administrator Peter Ditoro
Net Plan Assets $30,800,000
Total Participants 360
Avg Account Balance $85,000

 Compare Other Companies in Peer Group

Arden Realty Limited Partnership 80.5
LNR Property 73.5
WelshCo, LLC 70.2
Hamilton Partners 70.0
Casto Management Services 69.1
Kravco Simon Company 63.4

 Top 3 Funds in this 401k

1. Principal Fixed Income 401(a)/(k) 16%
2. Principal MidCap Growth III 11%
3. American Century Equity Income 10%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Nollenberger Capital Partners, Inc.
Administration Principal Financial Group
Auditor Mohler Nixon Williams

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