O'Brien & Gere Incentive Savings and Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Account Balances. O'Brien & Gere Incentive Savings and Retirement Plan currently has over 900 active participants and over $75.7M in plan assets.
| Address |
P.O. Box 4873
Syracuse, NY 13221-4873 |
| Industry | Engineering Services |
| Administrator | Peter Koval |
| Sponsor | Edward Zawadzki |
| Net Plan Assets | $75,700,000 |
| Total Participants | 930 |
| Avg Account Balance | $81,000 |
| Jacobs Engineering Group | 81.2 |
| Heery International | 80.8 |
| SRC | 75.5 |
| Reynolds, Smith and Hills | 74.7 |
| Aerospace Testing Alliance, ATA | 72.8 |
| Stearns, Conrad & Schmidt... | 63.9 |
| 1. | Prudential Guaranteed Income Fund | 20% |
| 2. | O'Brien & Gere Limited Company Stock | 16% |
| 3. | Wellington Large Cap Value | 9% |
| 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 |

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