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Company:
O'Connor, Davies, Munns & Dobbins, LLP
Plan:
O'Connor Davies Munns & Dobbins, LLP 401k Savings and Retirement Plan
 

O'Connor, Davies, Munns & Dobbins, LLP

76 Plan: O'Connor Davies Munns & Dobbins, LLP 401k Savings and Retirement Plan

 
 
76
27
71
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (76) and the top rated plan (84) could equate to:
[How is this calculated?]
5 additional years of work
Up to $22,200 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

O'Connor Davies Munns & Dobbins, LLP 401k Savings and Retirement 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 Company Generosity. O'Connor Davies Munns & Dobbins, LLP 401k Savings and Retirement Plan currently has over 200 active participants and over $18.4M in plan assets.


 Investment Menu Statistics

No. of Investment Options
15
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. American Funds Growth Fund of America 18%
2. Davis New York Venture 11%
3. Wells Fargo Stable Return Trust 9%

 Retirement Plan Details

Address 500 Mamaroneck Avenue
Suite 301
Harrison, NY 10528 
Industry Offices of Certified Public Accountants
Administrator Anthony Capellupo
Net Plan Assets $18,400,000
Total Participants 300
Avg Account Balance $64,000

  Plan Service Providers

Corporate Trustee Wells Fargo
Recordkeeper Wells Fargo
Investment Adviser OppenheimerFunds
Auditor A. F. Paredes & Co.