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Company:
M.L. Stern & Co., LLC
Plan:
M.L. Stern & Co., LLC 401k Plan
 

M.L. Stern & Co., LLC

76 Plan: M.L. Stern & Co., LLC 401k Plan

 
 
76
32
76
88
0
10
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100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (76) and the top rated plan (88) could equate to:
[How is this calculated?]
8 additional years of work
Up to $67,700 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

M.L. Stern & Co., LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances and Salary Deferral. M.L. Stern & Co., LLC 401k Plan currently has over 200 active participants and over $22.5M in plan assets.

 

 Retirement Plan Details

Address 8350 Wilshire Blvd
Beverly Hills, CA 90211-2327 
Industry Securities Brokerage
Administrator Milford L. Stern
Net Plan Assets $22,500,000
Total Participants 230
Avg Account Balance $100,000

 Top 3 Funds in this 401k

1. Hartford Life Fixed Income Account 16%
2. Hartford Capital Appreciation 9%
3. American Funds Investment Company of America 8%

  Plan Service Providers

Insurance Carrier Hartford
Auditor Grant Thornton LLP
Insurance Advisor/Broker M.L. Stern & Co., LLC

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