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Steven J. Baum PC
Plan:
Steven J. Baum PC 401k Plan
 

Steven J. Baum PC

38 Plan: Steven J. Baum PC 401k Plan

 
 
38
29
73
86
0
10
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For the average 401k participant, the 48 point difference between this plan's BrightScope Rating (38) and the top rated plan (86) could equate to:
[How is this calculated?]
21 additional years of work
Up to $321,000 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

Steven J. Baum PC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 38. This plan is in the top 15% of plans for Investment Menu Quality. Steven J. Baum PC 401k Plan currently has over 300 active participants and over $1.7M in plan assets.

 

 Retirement Plan Details

Address P.O. Box 1291
Amherst, NY 14228 
Industry Offices of Lawyers
Administrator Steven J. Baum
Net Plan Assets $1,720,000
Total Participants 380
Avg Account Balance $4,800

 Top 3 Funds in this 401k

1. MFS International New Discovery 11%
2. MassMutual Guaranteed Interest Account 10%
3. Invesco Van Kampen Value Opportunities 10%

  Plan Service Providers

Insurance Carrier MassMutual
Auditor Tronconi, Segarra & Associates, LLP
Recordkeeper MassMutual
Insurance Advisor/Broker John R. Ahrens
Insurance Advisor/Broker Robin M. Tomasula
Insurance Advisor/Broker Michael J. McDermid

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