Overview

Plan Rating

BrightScope Rating
86
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (31)
Average in Peer Group (83)
Highest in Peer Group (93)

Plan Description

The Smith, Gambrell & Russell, LLP Partner-Staff 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 86. This plan is in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. The Smith, Gambrell & Russell, LLP Partner-Staff 401k Profit Sharing Plan currently has over 500 active participants and over $153.2M in plan assets.

Did you know?

For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (86) and the top rated plan (93) could equate to:
6
Additional years of work
100,169
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1230 Peachtree Street, N.e. Promenade, Suite 3100
  • Location
    Atlanta , GA
  • 30309
  • Industry
    Offices of Lawyers
  • Administrator
    Rodney Fulton
  • Net Plan Assets
    $153,000,000
  • Total Participants
    510
  • Avg Account Balance
    $310,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

16

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Schwab Personal Choice Retirement Account 22%
N/A
DFA US Large Cap Value III 11%
31%
DFA US Large Cap Growth 10%
94%
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
Northwestern Mutual
Investment Adviser
Capital Directions
Recordkeeper
Charles Schwab
Investment Adviser
Brightworth
Investment Adviser
United Capital Financial Advisers
Investment Adviser
Signaturefd LLC
Investment Adviser
Rene J Neyrey
Auditor
Windham Brannon, LLC.

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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