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Company:
The David and Lucile Packard Foundation
Plan:
David and Lucile Packard Foundation Employer Contribution Retirement Plan
 

The David and Lucile Packard Foundation

85 Plan:

 
 
85
15
71
92
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (85) and the top rated plan (92) could equate to:
[How is this calculated?]
6 additional years of work
Up to $37,800 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

David and Lucile Packard Foundation Employer Contribution Retirement Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 85, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity and Participation Rate. David and Lucile Packard Foundation Employer Contribution Retirement Plan currently has over 100 active participants and over $15.4M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
20
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. Fidelity Freedom 2020 13%
2. Fidelity Freedom 2030 9%
3. Fidelity Contrafund 9%

 
Plan Component Ratings

 Retirement Plan Details

Address 300 Second Street
Los Altos, CA 94022-3632 
Industry Other Services (except Public Administration)
Administrator Yvette Scott
Net Plan Assets $15,400,000
Total Participants 190
Avg Account Balance $80,000

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  Plan Service Provider

Auditor Hood & Strong

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