Keefe, Bruyette & Woods, Inc. Profit Sharing and Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 86, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Keefe, Bruyette & Woods, Inc. Profit Sharing and Retirement Plan currently has over 700 active participants and over $154.7M in plan assets.
|1.||Total Common Stocks||22%|
|2.||Dreyfus Treasury Prime Cash Management Treasury Money Market||15%|
|3.||Total Corporate Bonds||13%|
787 Seventh Avenue, 5th Floor
New York, NY 10019-6018
|Administrator||Robert S. Giambrone|
|Net Plan Assets||$155,000,000|
|Avg Account Balance||$240,000|
|Lazard Freres & Co. LLC||82.9|
|Susquehanna International Group, LLP||81.6|
|Investment Technology Group||81.5|
|ConvergEx Group LLC||80.6|
|ICAP Services North America LLC||77.2|
Please visit the vault to keep your 401k plan information accurate and up-to-date.