Overview

Plan Rating

BrightScope Rating
78
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (41)
Average in Peer Group (83)
Highest in Peer Group (90)

Plan Description

Oblon, Spivak, McClelland, Maier & Neustadt, L.L.P. Retirement Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 78. This plan is in the top 15% of plans for Account Balances and Company Generosity. Oblon, Spivak, McClelland, Maier & Neustadt, L.L.P. Retirement Plan and Trust currently has over 500 active participants and over $65.4M in plan assets.

Did you know?

For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (78) and the top rated plan (90) could equate to:
9
Additional years of work
15,592
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1940 Duke Street
  • Location
    Alexandria , VA
  • 22314
  • Industry
    Offices of Lawyers
  • Administrator
    Kathleen Procunier
  • Net Plan Assets
    $65,400,000
  • Total Participants
    540
  • Avg Account Balance
    $120,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Prudential Guaranteed Income Fund 17%
N/A
Prudential Stock Index 12%
29%
American Funds Growth Fund of America 8%
21%
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
Prudential
Insurance Advisor/Broker
Morgan Stanley
Recordkeeper
Prudential
Auditor
Baker Tilly