Oberman, Tivoli & Pickert, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 35% of plans for Account Balances, Investment Menu Quality, and Salary Deferral. Oberman, Tivoli & Pickert, Inc. 401k Profit Sharing Plan currently has over 200 active participants and over $15.0M in plan assets.
|1.||PIMCO Total Return||9%|
|2.||John Hancock Disciplined Value||9%|
|3.||Total Foreign Bonds||7%|
500 S. Sepulveda Blvd., Suite 400
Los Angeles, CA 90049-3500
|Industry||Other Accounting Services|
|Net Plan Assets||$15,000,000|
|Avg Account Balance||$58,000|
|Hammes Company, LLC||76.9|
|Holthouse Carlin & Van Trigt LLP||74.1|
|Execupharm Payroll Company||72.1|
|Corporate Trustee||City National Bank|
|Recordkeeper||City National Bank|
|Auditor||Miller, Kaplan, Arase & Co., LLP.|
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