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Company:
Laird Norton Wealth Management, Inc
Plan:
Laird Norton Wealth Management, Inc. Savings & Retirement Plan
 

Laird Norton Wealth Management, Inc

78 Plan: Laird Norton Wealth Management, Inc. Savings & Retirement Plan

 
 
78
17
64
87
0
10
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100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (78) and the top rated plan (87) could equate to:
[How is this calculated?]
6 additional years of work
Up to $12,500 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

Laird Norton Wealth Management, Inc. Savings & Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 78, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Participation Rate, Salary Deferral, and Total Plan Cost. Laird Norton Wealth Management, Inc. Savings & Retirement Plan currently has over 100 active participants and over $8.2M in plan assets.

 

 Retirement Plan Details

Address 801 Second Avenue Suite 1600
Seattle, WA 98104 
Industry Commercial Banking
Administrator Sherry Lehmann
Net Plan Assets $8,210,000
Total Participants 110
Avg Account Balance $74,000

 Top 3 Funds in this 401k

1. Vanguard Total Bond Market Index 20%
2. Vanguard Growth Index 16%
3. Vanguard Value Index 14%

  Plan Service Providers

Auditor Voldal Wartelle & Co.
Investment Adviser Allianz

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