Allen Matkins Profit Sharing And 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 88, 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, Salary Deferral, and Total Plan Cost. Allen Matkins Profit Sharing And 401k Plan currently has over 400 active participants and over $181.1M in plan assets.
|1.||Schwab Personal Choice Retirement Account||15%|
|2.||New York Life Guaranteed Interest Account||11%|
|3.||Schwab S&P 500 Index||10%|
515 South Figueroa Street, 9th Flr.
Los Angeles, CA 90071-3398
|Industry||Professional, Scientific, and Technical Services|
|Net Plan Assets||$181,000,000|
|Avg Account Balance||$400,000|
|Lane Powell PC||87.1|
|Shumaker, Loop and Kendrick, LLP||86.6|
|Dickinson Wright PLLC||82.7|
|Jackson Walker L.L.P.||82.3|
|Willkie Farr & Gallagher LLP||77.4|
|Insurance Carrier||New York Life|
|Investment Adviser||Dowling & Yahnke, LLC|
|Investment Adviser||Pacifica Capital Investments LLC|
|Investment Adviser||Palo Capital Inc.|
|Investment Adviser||Old West Investment Management|
|Investment Adviser||Wescap Management Group|
|Investment Adviser||Stanford Investment Group|
|Investment Adviser||Private Management Group Inc.|
|Investment Adviser||Litman/Gregory Asset Management|
|Auditor||Ahlstrom & Baker, CPA's|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.