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 73. This plan is in the top 35% of plans for Account Balances, Participation Rate, and Salary Deferral. Loeb & Troper 401k Profit Sharing Plan currently has over 100 active participants and over $11.7M in plan assets.
|1.||Oakmark Equity & Income||34%|
|2.||Fidelity Retirement Money Market||11%|
|3.||PIMCO Total Return||6%|
655 3rd Ave, Suite 1200
New York, NY 10017
|Industry||Offices of Certified Public Accountants|
|Net Plan Assets||$11,700,000|
|Avg Account Balance||$63,000|
|Legacy Professionals, LLP||74.0|
|Saltmarsh, Cleaveland & Gund||72.9|
|Ketel Thornstenson, LLP||72.5|
|O'sullivan Creel LLP||68.8|
|Federated Funeral Directors of...||64.4|
Please visit the vault to keep your 401k plan information accurate and up-to-date.