Spencer Trask Ventures, Inc.
77
Plan:
Spencer Trask Ventures, Inc. 401k Plan
10
65
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (77) and the top rated plan (88) could equate to:
[How is this calculated?]
[How is this calculated?]
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
Spencer Trask Ventures, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Investment Menu Quality and Salary Deferral. Spencer Trask Ventures, Inc. 401k Plan currently has fewer than 100 active participants and over $4.0M in plan assets.
Retirement Plan Details
| Address |
535 Madison Ave
New York, NY 10022-4212 |
| Industry | Securities Brokerage |
| Administrator | Joseph Marinelli |
| Sponsor | William Dioguardi |
| Net Plan Assets | $3,960,000 |
| Total Participants | 91 |
| Avg Account Balance | $44,000 |
Compare Other Companies in Peer Group
| Hapoalim Securities USA | 78.4 |
| Capital Institutional Services | 77.0 |
| Gilford Securities | 64.6 |
| Muriel Siebert & Co. | 61.7 |
| Diversified Group Brokerage | 59.9 |
| MJSK | 41.0 |



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