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Company:
Rafferty Holdings, LLC
Plan:
Rafferty Retirement Plan
 

Rafferty Holdings, LLC

82 Plan: Rafferty Retirement Plan

 
 
82
31
76
88
0
10
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30
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60
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100
For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (82) and the top rated plan (88) could equate to:
[How is this calculated?]
5 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

Rafferty Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Total Plan Cost. Rafferty Retirement Plan currently has over 100 active participants and over $13.9M in plan assets.

 

 Retirement Plan Details

Address 33 Whitehall Street, 10th Floor
New York, NY 10004 
Industry Securities Brokerage
Administrator Maggie Reilly
Net Plan Assets $13,900,000
Total Participants 180
Avg Account Balance $77,000

 Top 3 Funds in this 401k

1. Total Hedge Funds 74%
2. Charles Schwab Stable Value Fund 5%
3. PIMCO Total Return 3%

  Plan Service Providers

Investment Adviser Geller Group
Auditor Becher Della Torre Gitto & Company

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