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Company:
Damon Morey LLP
Plan:
Damon Morey LLP Profit Sharing and 401k Plan
 

Damon Morey LLP

82 Plan: Damon Morey LLP Profit Sharing and 401k Plan

 
 
82
14
68
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (82) and the top rated plan (90) could equate to:
[How is this calculated?]
7 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

Damon Morey LLP Profit Sharing and 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Damon Morey LLP Profit Sharing and 401k Plan currently has over 200 active participants and over $39.0M in plan assets.


 Investment Menu Statistics

No. of Investment Options
24
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Vanguard 500 Index 14%
2. Vanguard Wellington 8%
3. Vanguard Target Retirement 2020 6%

 Retirement Plan Details

Address 200 Delaware Avenue
Suite 1200
Buffalo, NY 14202-2150 
Industry Offices of Lawyers
Administrator Deborah M. Schwarz
Net Plan Assets $39,000,000
Total Participants 230
Avg Account Balance $170,000

  Plan Service Provider

Auditor KP Lynch CPA PC