Within 50 miles, Newcomb & Boyd Profit Sharing Plan in Atlanta, GA has the highest value of interest in registered investment companies (e.g., mutual funds) ($34.40M) of the 405 plans with at most $35,921,871 in total assets (Newcomb & Boyd Profit Sharing Plan is at $35,478,818). Those $34.40M compare to an average of $14.00M across the 405 plans.
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Only Newcomb & Boyd Profit Sharing Plan in Atlanta, GA is in that area
Within 50 miles, Newcomb & Boyd Profit Sharing Plan in Atlanta, GA has the highest value of interest in registered investment companies (e.g., mutual funds) ($34.40M) of the 405 plans with at most $35,921,871 in total assets (Newcomb & Boyd Profit Sharing Plan is at $35,478,818). Those $34.40M compare to an average of $14.00M and standard deviation of $8.60M across the 405 plans.
Peers
outdid Stibo Systems, Inc. 401(K) Plan in Atlanta, GA ($34.10M), Kids2 Retirement Salary Savings Plan in Atlanta, GA ($33.30M), Winshape Foundation, Inc. Employees Retirement Plan in Atlanta, GA ($32.90M), and NIIT (USA), Inc. 401(K) Plan in Atlanta, GA ($32.80M), and 400 others, ending with SBS Services Corporation 401(K) Profit Sharing Plan in Roswell, GA ($0.0K).
References
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value of interest in registered investment companies (e.g., mutual funds). At end of plan year. A registered investment company is an investment company registered under the Investment Company Act of 1940. These are mutual funds (legally known as open-end companies), closed-end funds (legally known as closed-end companies), and UITs (legally known as unit investment trusts). Line 1c(13) from Schedule H. A missing entry from the Schedule H is here assigned a value of $0. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
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total assets. At end of plan year. Line 1f(b) from Schedule H. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
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within 50 miles.
- The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
- In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.
Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.