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Company:
Oberman, Tivoli & Pickert, Inc.
Plan:
Oberman, Tivoli & Pickert, Inc. 401k Profit Sharing Plan
 

Oberman, Tivoli & Pickert, Inc.

68 Plan:

 
 
68
34
91
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (68) and the top rated plan (91) could equate to:
[How is this calculated?]
14 additional years of work
Up to $72,500 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

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 and Salary Deferral. Oberman, Tivoli & Pickert, Inc. 401k Profit Sharing Plan currently has over 200 active participants and over $15.0M in plan assets.


 Investment Menu Statistics

No. of Investment Options
26
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. PIMCO Total Return 9%
2. John Hancock Disciplined Value 9%
3. Total Foreign Bonds 7%

 Retirement Plan Details

Address 500 S. Sepulveda Blvd., Suite 400
Los Angeles, CA 90049-3500 
Industry Other Accounting Services
Administrator Sanaa Wadsworth
Net Plan Assets $15,000,000
Total Participants 290
Avg Account Balance $58,000

 
Plan Service Providers

Corporate Trustee City National Bank
Recordkeeper City National Bank
Auditor Miller, Kaplan, Arase & Co., LLP.