BrightScope Rating
Company:
Zaremba Group, LLC
Plan:
Zaremba Group, LLC 401k Plan and Trust
Zaremba Group, LLC
64
Plan:
Zaremba Group, LLC 401k Plan and Trust
8
57
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (64) and the top rated plan (89) could equate to:
[How is this calculated?]
[How is this calculated?]
15 additional years of work Up to $222,600 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.
Plan Description
Zaremba Group, LLC 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 15% of plans for Investment Menu Quality. Zaremba Group, LLC 401k Plan and Trust currently has over 100 active participants and over $3.1M in plan assets.
Plan Details
| Address | 14600 Detroit Road Suite 1500 Lakewood, OH 44107 |
| Industry | Other Activities Related to Real Estate |
| Net Plan Assets | $3,200,000 |
| Total Participants | 120 |
| Avg Account Balance | $28,000 |
Top 3 Investment Holdings
| 1. | Principal Stable Value Fund | 22% |
| 2. | Victory Diversified Stock | 22% |
| 3. | Principal MidCap S&P 400 Index | 12% |
Other Companies in Peer Group
| Flatley Company | 73.5 |
| Financial Pacific Leasing, LLC | 65.1 |
| Divaris Real Estate | 61.8 |
| The Abbitt Group | 58.5 |
| Mado Management, L.P. | 40.1 |
| Mills Group | 28.3 |
Plan Service Providers
| Insurance Carrier | Principal Life |
| Auditor | Pease & Associates, Inc. |
| Administration | Principal Life |
| Insurance Advisor/Broker | Executive Insurance Agency Inc |
Comments