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Company:
Keefe, Bruyette & Woods, Inc.
Plan:
Keefe, Bruyette & Woods, Inc. Profit Sharing and Retirement Plan
 

Keefe, Bruyette & Woods, Inc.

86 Plan: Keefe, Bruyette & Woods, Inc. Profit Sharing and Retirement Plan

 
 
86
29
71
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (86) and the top rated plan (90) could equate to:
[How is this calculated?]
4 additional years of work
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

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.

 

 Investment Menu Statistics

No. of Investment Options
33
Plan Average: 24
Top 3 Funds in this 401k
1. Total Common Stocks 22%
2. Dreyfus Treasury Prime Cash Management Treasury Money Market 15%
3. Total Corporate Bonds 13%

 
Plan Component Ratings

 Retirement Plan Details

Address 787 Seventh Avenue, 5th Floor
New York, NY 10019-6018 
Industry Securities Brokerage
Administrator Robert S. Giambrone
Net Plan Assets $155,000,000
Total Participants 700
Avg Account Balance $240,000

  Plan Service Providers

Recordkeeper ACS HR Solutions
Auditor KPMG, Llp

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