Overview

Plan Rating

BrightScope Rating
85
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (25)
Average in Peer Group ()
Highest in Peer Group (93)

Plan Description

Gardere Wynne Sewell LLP Savings and Retirement Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 85. This plan is in the top 15% of plans for Account Balances, Salary Deferral, and Total Plan Cost. Gardere Wynne Sewell LLP Savings and Retirement Plan and Trust currently has over 500 active participants and over $169.4M in plan assets.

Did you know?

For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (85) and the top rated plan (93) could equate to:
7
Additional years of work
108,823
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 3/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1601 Elm Street, Suite 3000
  • Location
    Dallas , TX
  • 75201
  • Industry
    Offices of Lawyers
  • Administrator
    Julie Orren
  • Sponsor
    Stephen Gilles
  • Net Plan Assets
    $169,000,000
  • Total Participants
    510
  • Avg Account Balance
    $340,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

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

Investment Menu Stats

# of Investment Options

19

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Self-Directed Brokerage Accounts 28%
N/A
Vanguard Institutional Index 17%
6%
Prudential Stable Value 8%
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
Phoenix Wealth Management
Recordkeeper
Bank of America Merrill Lynch
Investment Adviser
CAPTRUST Financial Advisors
Auditor
Judd, Thomas, Smith & Company, P.C.