GORDON & REES, LLP 401(K) RETIREMENT PLAN

Plan Contact

  • Address: 1111 BROADWAY, SUITE 1700,OAKLAND,CA
  • Contact person: JANE MOURGOS
  • Phone: (415) 986-5900

Plan General Information

GORDON & REES, LLP 401(K) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of GORDON & REES, LLP 401(K) RETIREMENT PLAN is $145,526,126.00.This plan was established in 1980.

GORDON & REES, LLP 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in GORDON & REES, LLP 401(K) RETIREMENT PLAN is 1367

GORDON & REES, LLP 401(K) RETIREMENT PLAN Average Participant Retirement Account Value

In 2015, the average participant retirement account value for GORDON & REES, LLP 401(K) RETIREMENT PLAN is $106,456.00

GORDON & REES, LLP 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for GORDON & REES, LLP 401(K) RETIREMENT PLAN is $11,165.00.

GORDON & REES, LLP 401(K) RETIREMENT PLAN Estimated Average Employer Match

In 2015, the estimated average employer match for an employee in GORDON & REES, LLP 401(K) RETIREMENT PLAN is approximately $3,619.00
Investing in this additonal $3,619.00 for 20 years would give you extra $231,675.00, assuming a 10% annual return.

GORDON & REES, LLP 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2015, GORDON & REES, LLP 401(K) RETIREMENT PLAN allocates $4,948,437.00 to match its employees' contributions, providing an employer match rate of 64.84% of their contributions

GORDON & REES, LLP 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of GORDON & REES, LLP 401(K) RETIREMENT PLAN is 6.09%.

GORDON & REES, LLP 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for GORDON & REES, LLP 401(K) RETIREMENT PLAN is 1.16%. This measures the effectiveness of the plan participants' investments in the year.

GORDON & REES, LLP 401(K) RETIREMENT PLAN Expense Ratio

In 2015, the investment and administrative expense ratio of GORDON & REES, LLP 401(K) RETIREMENT PLAN is 0.19%.

Enrollment Features

GORDON & REES, LLP 401(K) RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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