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Company:
R.J. O'Brien & Associate, LLC
Plan:
R.J. O'Brien & Associate, LLC Profit Sharing and Savings Plan
 

R.J. O'Brien & Associate, LLC

65 Plan: R.J. O'Brien & Associate, LLC Profit Sharing and Savings Plan

 
 
65
44
92
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (65) and the top rated plan (92) could equate to:
[How is this calculated?]
16 additional years of work
Up to $195,700 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

R.J. O'Brien & Associate, LLC Profit Sharing and Savings Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 65. This plan is in the top 15% of plans for Salary Deferral. R.J. O'Brien & Associate, LLC Profit Sharing and Savings Plan currently has over 400 active participants and over $19.0M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
19
Plan Average: 24
Top 3 Funds in this 401k
1. American Funds Growth Fund of America 11%
2. Transamerica Partners Money Market 10%
3. BlackRock Equity Dividend 8%

 Retirement Plan Details

Address 222 S. Riverside Plaza Suite 900
Chicago, IL 60606 
Industry Commodity Contracts Brokerage
Administrator Jason Manumaleuna
Net Plan Assets $19,000,000
Total Participants 410
Avg Account Balance $63,000

  Plan Service Providers

Recordkeeper ABN AMRO Trust Services Company
Consultant DiMeo Schneider & Associates, LLC
Legal Counsel Ungaretti & Harris
Auditor McGladrey

 Comments