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Company:
Open Society Institute
Plan:
The Open Society Institute Tax Sheltered Retirement Plan
 

Open Society Institute

81 Plan: The Open Society Institute Tax Sheltered Retirement Plan

 
 
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88
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For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (81) and the top rated plan (88) could equate to:
[How is this calculated?]
5 additional years of work
Up to $89,100 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

The Open Society Institute Tax Sheltered Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 81, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity and Participation Rate. The Open Society Institute Tax Sheltered Retirement Plan currently has over 700 active participants and over $52.0M in plan assets.

 

 Retirement Plan Details

Address 400 West 59th St.
New York, NY 10019 
Industry Other Services (except Public Administration)
Administrator Stephanie Behrens
Net Plan Assets $52,000,000
Total Participants 710
Avg Account Balance $74,000

 Compare Other Companies in Peer Group

PATH 84.2
American Council of Life Insurers 83.1
CFA Institute 82.3
The Aspen Institute 82.2
Ford Foundation 81.4
SCAN Health Plan 76.5

 Top 3 Funds in this 403b

1. Transamerica Fixed Income Fund 27%
2. Transamerica Partners Large Growth 9%
3. Transamerica Partners Small Core 7%

  Plan Service Providers

Insurance Carrier Transamerica
Insurance Carrier MetLife
Insurance Advisor/Broker Hamilton Cavanaugh & Associates, Inc.
Recordkeeper ABN AMRO Trust Services Company
Consultant Hamilton Cavanaugh & Associates, Inc.
Auditor KPMG, Llp

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