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Company:
O'Brien & Gere Limited
Plan:
O'Brien & Gere Incentive Savings and Retirement Plan
 

O'Brien & Gere Limited

79 Plan: O'Brien & Gere Incentive Savings and Retirement Plan

 
 
79
29
73
87
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 (79) and the top rated plan (87) could equate to:
[How is this calculated?]
5 additional years of work
Up to $80,100 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

O'Brien & Gere Incentive Savings and Retirement Plan is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 79. This plan is in the top 15% of plans for Account Balances. O'Brien & Gere Incentive Savings and Retirement Plan currently has over 1,000 active participants and over $96.2M in plan assets.


 Investment Menu Statistics

No. of Investment Options
22
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Prudential Guaranteed Income Fund 18%
2. O'Brien & Gere Limited Company Stock 18%
3. Prudential Lifetime Balanced 9%

 Retirement Plan Details

Address P.O. Box 4873
Syracuse, NY 13221-4873 
Industry Engineering Services
Administrator Peter R Koval
Sponsor Edward Zawadzki
Net Plan Assets $96,200,000
Total Participants 1,100
Avg Account Balance $92,000

  Plan Service Providers

Insurance Carrier Prudential
Insurance Advisor/Broker M&T Bank
Administration O'Brien and Gere Limited
Administration Prudential
Recordkeeper Prudential
Auditor Kane, Bowles, & Moore, P.C. CPAS