Home  >   401k Directory   >   OppenheimerFunds, Inc.
 
Company:
OppenheimerFunds, Inc.
Plan:
OppenheimerFunds, Inc. Capital Accumulation Plan
 

OppenheimerFunds, Inc.

86 Plan: OppenheimerFunds, Inc. Capital Accumulation Plan

 
 
86
39
76
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

OppenheimerFunds, Inc. Capital Accumulation 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, and Salary Deferral. OppenheimerFunds, Inc. Capital Accumulation Plan currently has over 3,000 active participants and over $394.0M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
45
Plan Average: 24
Top 3 Funds in this 401k
1. Oppenheimer Money Market 10%
2. Oppenheimer Developing Markets 8%
3. Oppenheimer Capital Appreciation 6%

 
Plan Component Ratings

 Retirement Plan Details

Address 2 World Financial Center
225 Liberty Street, 11th Floor
New York, NY 10281-1008 
Industry Finance and Insurance
Administrator Tina Timm
Sponsor Andrew Doyle
Net Plan Assets $394,000,000
Total Participants 3,000
Avg Account Balance $130,000

 Compare Other Companies in Peer Group

American Century Services, LLC 89.8
IVZ 87.4
Russell Investment Group 85.5
Nomura Securities International 84.4
Putnam Investments, LLC 79.5
Massachusetts Financial Services... 75.3

  Plan Service Provider

Auditor KPMG, Llp

 Comments