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Company:
Owl Companies
Plan:
Owl Companies 401k Plan
 

Owl Companies

50 Plan: Owl Companies 401k Plan

 
 
50
44
74
87
0
10
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30
40
50
60
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100
For the average 401k participant, the 37 point difference between this plan's BrightScope Rating (50) and the top rated plan (87) could equate to:
[How is this calculated?]
18 additional years of work
Up to $283,300 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

Owl Companies 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. This plan is in the top 35% of plans for Investment Menu Quality and Total Plan Cost. Owl Companies 401k Plan currently has over 1,800 active participants and over $27.4M in plan assets.

 

 Retirement Plan Details

Address 2465 Campus Drive
Irvine, CA 92612 
Industry Professional, Scientific, and Technical Services
Administrator Theresa Kholoma
Net Plan Assets $27,400,000
Total Participants 1,900
Avg Account Balance $14,000

 Top 3 Funds in this 401k

1. American Funds American Balanced 28%
2. Wells Fargo Stable Value 12%
3. Davis New York Venture 9%

  Plan Service Providers

Corporate Trustee Wells Fargo (Wachovia)
Recordkeeper Wells Fargo (Wachovia)
Auditor KMJ Corbin & Company

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