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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

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

 
 
69
42
78
88
0
10
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100
For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (69) and the top rated plan (88) could equate to:
[How is this calculated?]
12 additional years of work
Up to $31,500 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 profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 15% of plans for Investment Menu Quality. R.J. O'Brien & Associate, LLC Profit Sharing and Savings Plan currently has over 300 active participants and over $15.5M in plan assets.

 

 Retirement Plan Details

Address 222 S. Riverside Pt-Aza Suite 900
Chicago, IL 60606-5808 
Industry Commodity Contracts Brokerage
Administrator Tanisha Morris
Net Plan Assets $15,500,000
Total Participants 370
Avg Account Balance $42,000

 Top 3 Funds in this 401k

1. Transamerica Partners Institutional Money Market 13%
2. American Funds Growth Fund of America 12%
3. T. Rowe Price Personal Strategy Balanced 8%

  Plan Service Providers

Auditor McGladrey
Legal Counsel Ungaretti & Harris
Recordkeeper ABN AMRO Trust Services Company
Consultant Aon Hewitt EnnisKnupp

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