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Company:
Oppenheimer & Co., Inc.
Plan:
Oppenheimer & Co., Inc. 401k Plan
 

Oppenheimer & Co., Inc.

67 Plan: Oppenheimer & Co., Inc. 401k Plan

 
 
67
38
72
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (67) and the top rated plan (90) could equate to:
[How is this calculated?]
14 additional years of work
Up to $84,700 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

Oppenheimer & Co., Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 67. This plan is in the top 15% of plans for Company Generosity, Investment Menu Quality, and Total Plan Cost. Oppenheimer & Co., Inc. 401k Plan currently has over 4,200 active participants and over $244.8M in plan assets.

 

 Retirement Plan Details

Address 125 Broad Street, 16th Floor
New York, NY 10004 
Industry Securities Brokerage
Administrator Lenore Denys
Net Plan Assets $245,000,000
Total Participants 4,200
Avg Account Balance $59,000

 Top 3 Funds in this 401k

1. Advantage Primary Liquidity Money Market Fund 12%
2. Oppenheimer Holdings Inc. Common Stock 12%
3. American Funds EuroPacific Growth 9%

  Plan Service Providers

Insurance Carrier Guardian Life Insurance Company
Recordkeeper New York Life
Auditor Plante & Moran, PLLC

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