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

O'Brien & Gere Limited

77 Plan:

 
 
77
42
75
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (77) and the top rated plan (90) could equate to:
[How is this calculated?]
9 additional years of work
Up to $87,100 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 and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Account Balances and Total Plan Cost. O'Brien & Gere Incentive Savings and Retirement Plan currently has over 900 active participants and over $75.7M in plan assets.

 

 Retirement Plan Details

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

 Top 3 Funds in this 401k

1. Prudential Guaranteed Income Fund 20%
2. O'Brien & Gere Limited Company Stock 16%
3. Wellington Large Cap Value 9%

  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

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