Allen Matkins Leck Gamble Mallory & Natsis Llp

88
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
88
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (53)
Average in Peer Group (77)
Highest in Peer Group (89)

Plan Description

Allen Matkins Profit Sharing And 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 88, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Allen Matkins Profit Sharing And 401k Plan currently has over 400 active participants and over $181.1M in plan assets.

Did you know?

For the average 401k participant, the 1 point difference between this plan's BrightScope Rating (88) and the top rated plan (89) could equate to:
1
Additional years of work
55,164
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 515 South Figueroa Street, 9th Flr.
  • Location
    Los Angeles , CA
  • 90071-3398
  • Industry
    Professional, Scientific, and Technical Services
  • Administrator
    Michael Palmer
  • Net Plan Assets
    $181,000,000
  • Total Participants
    500
  • Avg Account Balance
    $400,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

25

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Schwab Personal Choice Retirement Account 15%
N/A
Charles Schwab Indexed Retirement 13%
N/A
New York Life Guaranteed Interest Account 11%
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
Prudential
Insurance Carrier
New York Life
Investment Adviser
Dowling & Yahnke, LLC
Investment Adviser
Pacifica Capital Investments LLC
Investment Adviser
Palo Capital Inc.
Investment Adviser
Old West Investment Management
Investment Adviser
Wescap Management Group
Investment Adviser
Stanford Investment Group
Investment Adviser
Private Management Group Inc.
Recordkeeper
Charles Schwab
Investment Adviser
Litman/Gregory Asset Management
Auditor
Ahlstrom & Baker, CPA's

Articles and Questions