Home  >   401k Directory   >   Thomas Weisel Partners LLC
 
Company:
Thomas Weisel Partners LLC
Plan:
Thomas Weisel Partners LLC 401k Plan
 

Thomas Weisel Partners LLC

77 Plan: Thomas Weisel Partners LLC 401k Plan

 
 
77
39
79
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (77) and the top rated plan (89) could equate to:
[How is this calculated?]
8 additional years of work
Up to $61,700 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

Thomas Weisel Partners LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Salary Deferral. Thomas Weisel Partners LLC 401k Plan currently has over 600 active participants and over $30.4M in plan assets.

 

 Retirement Plan Details

Address 1 Montgomery Street, Suite 3700
San Francisco, CA 94104-5537 
Industry Investment Banking and Securities Dealing
Administrator Liz Crowley
Net Plan Assets $30,400,000
Total Participants 680
Avg Account Balance $45,000

 Top 3 Funds in this 401k

1. Marsico Growth 13%
2. Self-Directed Brokerage Accounts 13%
3. Schwab Retirement Advantage Money Market 11%

  Plan Service Providers

Auditor BDO Seidman, LLP
Recordkeeper Charles Schwab

 Comments