BrightScope Rating
Company:
Zuckerman Gravely Management, Inc.
Plan:
Zuckerman Gravely Management Emplyees 401k Retirement Plan
Zuckerman Gravely Management, Inc.
67
Plan:
Zuckerman Gravely Management Emplyees 401k Retirement Plan
8
57
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (67) and the top rated plan (89) could equate to:
[How is this calculated?]
[How is this calculated?]
14 additional years of work Up to $228,500 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
Zuckerman Gravely Management Emplyees 401k Retirement Plan is a defined contribution plan with a 401k feature and profit-sharing component. This plan has a BrightScope Rating of 67. This plan is in the top 15% of plans for Company Generosity and Investment Menu Quality. Zuckerman Gravely Management Emplyees 401k Retirement Plan currently has over 100 active participants and over $2.5M in plan assets.
Plan Details
| Address | Two Wisconsin Circle Chevy Chase, MD 20815 |
| Industry | Lessors of Other Real Estate Property |
| Administrator | Charles A. Gravely |
| Net Plan Assets | $2,510,000 |
| Total Participants | 150 |
| Avg Account Balance | $17,000 |
Top 3 Investment Holdings
| 1. | ING Fidelity VIP Equity-Income | 17% |
| 2. | ING Fidelity VIP Contrafund | 16% |
| 3. | ING Fidelity VIP Growth | 13% |
Other Companies in Peer Group
| McHale Landscape Design | 60.3 |
| A & A Safety | 58.7 |
| Ohio Equities, LLC | 54.9 |
| Travelers Rental Co. | 43.4 |
| Heritage Village Master Association | 39.8 |
| Fairfield Homes | 30.4 |
Plan Service Providers
| Insurance Carrier | ING |
| Auditor | Reznick, Fedder & Silverman Cpas |
| Insurance Advisor/Broker | Frank E. Baar, Jr. |
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