Overview

Plan Rating

BrightScope Rating
87
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (44)
Average in Peer Group (84)
Highest in Peer Group (91)

Plan Description

Zuckerman Spaeder, LLP 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 87. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Salary Deferral. Zuckerman Spaeder, LLP 401k Profit Sharing Plan currently has over 200 active participants and over $67.2M in plan assets.

Did you know?

For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (87) and the top rated plan (91) could equate to:
4
Additional years of work
20,964
Lost 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. 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 1800 M Street Nw Suite 1000
  • Location
    Washington , DC
  • 20036-5802
  • Industry
    Offices of Lawyers
  • Administrator
    Sharon Bovelle
  • Net Plan Assets
    $67,200,000
  • Total Participants
    210
  • Avg Account Balance
    $320,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

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

Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds Growth Fund of America 21%
94%
American Funds Washington Mutual 17%
36%
American Funds (Capital Group) Target Date Retirement 16%
9%
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
Nationwide Life Insurance Company
Insurance Advisor/Broker
Morgan Stanley
Investment Adviser
Wells Fargo
Investment Adviser
Morgan Stanley
Recordkeeper
Various
Auditor
Baker Tilly

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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