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Company:
Shepardson Stern & Kaminsky
Plan:
Shepardson Stern & Kaminsky Profit Sharing & 401k Plan
 

Shepardson Stern & Kaminsky

73 Plan: Shepardson Stern & Kaminsky Profit Sharing & 401k Plan

 
 
73
20
69
87
0
10
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For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (73) and the top rated plan (87) could equate to:
[How is this calculated?]
9 additional years of work
Up to $24,600 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

Shepardson Stern & Kaminsky Profit Sharing & 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Participation Rate. Shepardson Stern & Kaminsky Profit Sharing & 401k Plan currently has over 100 active participants and over $5.4M in plan assets.

 

 Retirement Plan Details

Address 88 Pine St Fl 30
New York, NY 10005-1825 
Industry Professional, Scientific, and Technical Services
Administrator Joanne Pirrone
Net Plan Assets $5,380,000
Total Participants 150
Avg Account Balance $37,000

 Compare Other Companies in Peer Group

Zyman Group, LLC 83.5
MarketBridge 80.3
Interaction Associates 71.0
Environmental and Occupational... 70.2
Thelen Associates 66.2
Picis 43.9

 Top 3 Funds in this 401k

1. Neuberger Berman Partners 19%
2. Transamerica Premier WMC Diversified Growth Fund 18%
3. Invesco International Growth 9%

  Plan Service Providers

Auditor J.H. Cohn
Administration Transamerica
Insurance Carrier Transamerica
Insurance Advisor/Broker Harry Shepardson
Insurance Advisor/Broker Frederick R. Blair

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