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Company:
Loeb & Troper
Plan:
Loeb & Troper 401k Profit Sharing Plan
 

Loeb & Troper

65 Plan: Loeb & Troper 401k Profit Sharing Plan

 
 
65
38
80
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (65) and the top rated plan (90) could equate to:
[How is this calculated?]
14 additional years of work
Up to $176,200 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

Loeb & Troper 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 65. This plan is in the top 35% of plans for Account Balances, Investment Menu Quality, Salary Deferral, and Total Plan Cost. Loeb & Troper 401k Profit Sharing Plan currently has over 100 active participants and over $10.6M in plan assets.

 

 Retirement Plan Details

Address 655 3rd Ave, Suite 1200
New York, NY 10017 
Industry Offices of Certified Public Accountants
Administrator Paul Mendelsohn
Net Plan Assets $10,600,000
Total Participants 190
Avg Account Balance $56,000

 Top 3 Funds in this 401k

1. Oakmark Equity & Income 29%
2. Fidelity Retirement Money Market 13%
3. PIMCO Total Return 6%

  Plan Service Provider

Auditor Faber & Fox LLP

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