Overview

Plan Rating

BrightScope Rating
83
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (43)
Average in Peer Group (80)
Highest in Peer Group (91)

Plan Description

Traub Lieberman Straus & Shrewsberry LLP 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. Traub Lieberman Straus & Shrewsberry LLP 401k Retirement Plan currently has over 100 active participants and over $19.3M in plan assets.

Did you know?

For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (83) and the top rated plan (91) could equate to:
8
Additional years of work
*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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7 Skyline Dr
  • Location
    Hawthorne , NY
  • 10532-2156
  • Industry
    Offices of Lawyers
  • Administrator
    Kerri Lawrence
  • Net Plan Assets
    $19,300,000
  • Total Participants
    180
  • Avg Account Balance
    $110,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
High Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Above Average
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Principal Financial Group LifeTime 92%
N/A
Morley Stable Value Fund 1%
N/A
Participant Loans 1%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Principal Financial Group
Insurance Advisor/Broker
Purshe Kaplan Sterling Investments, Inc.
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Investment Adviser
Wealthplan Advisors Inc
Auditor
Mansperger Patterson & Mcmullin, Pl

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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