Overview
Plan Description
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Plan Details
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 690 Folsom St. Suite 200
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LocationSan Francisco , CA94107
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IndustryInsurance Agencies and Brokerages
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AdministratorLindsay Orr
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Net Plan Assets$5,540,000
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Total Participants370
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Avg Account Balance$25,000
Plan Components
Component Ratings
Design
Performance
Design
Performance
Peer Group Plans
Company | Rating |
---|---|
Credit Suisse Securities USA LLC | 87.6 |
First American Financial | 80.1 |
Institutional Shareholder Services | 72.9 |
Stewart Title Guaranty Company | 72.8 |
Arkansas Consolidated Payroll | 62.4 |
NP | 45.4 |
Top Industry Articles
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
The guidance includes best practices for locating missing participants in addition to best practices for documenting efforts to do so.
The Vail Corp. has skied past a fiduciary breach lawsuit, which was dismissed with prejudice in a detailed ruling.
The insurer is charged with engaging in a prohibited transaction under ERISA when the fees were charged during a move to a new provider, as well as with self-dealing.
Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
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T. Rowe Price Retirement | 40% |
3%
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Vanguard 500 Index | 11% |
18%
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Vanguard Total Stock Market Index | 7% |
25%
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100%
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100%
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100%
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100%
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View all funds in this plan
Articles and Questions

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
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