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Company:
Adrian L. Merton, Incorporated
Plan:
Adrian L. Merton, Incorporated Profit Sharing Plan
 

Adrian L. Merton, Incorporated

59 Plan: Adrian L. Merton, Incorporated Profit Sharing Plan

 
 
59
21
72
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 28 point difference between this plan's BrightScope Rating (59) and the top rated plan (87) could equate to:
[How is this calculated?]
15 additional years of work
Up to $124,700 in lost retirement 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.

 

Retirement Plan Description

Adrian L. Merton, Incorporated Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 15% of plans for Participation Rate. Adrian L. Merton, Incorporated Profit Sharing Plan currently has over 100 active participants and over $7.0M in plan assets.

 

 Retirement Plan Details

Address 9011 East Hampton Drive
Capitol Heights, MD 20743 
Industry Plumbing, Heating, and Air-Conditioning Contractors
Administrator Kimberly Vermillion
Net Plan Assets $6,960,000
Total Participants 150
Avg Account Balance $47,000

 Top 3 Funds in this 401k

1. Lincoln Financial Guaranteed Investment Contract 23%
2. Lincoln Financial Short Term (SA14) 9%
3. Lincoln Financial Medium Capitalization Equity (SA17) 7%

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Advisor/Broker NFP Securities, Inc.
Administration Lincoln Financial
Recordkeeper Gorrelick, Tievy & Associates, Inc.
Auditor Roberts & Associates

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