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Company:
Zuckerman Gravely Management, Inc.
Plan:
Zuckerman Gravely Management Emplyees 401k Retirement Plan
 

Zuckerman Gravely Management, Inc.

57 Plan: Zuckerman Gravely Management Emplyees 401k Retirement Plan

 
 
57
27
59
88
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For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (57) and the top rated plan (88) could equate to:
[How is this calculated?]
16 additional years of work
Up to $190,900 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

Zuckerman Gravely Management Emplyees 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 57. This plan is in the top 35% of plans for Company Generosity, Investment Menu Quality, and Salary Deferral. Zuckerman Gravely Management Emplyees 401k Retirement Plan currently has over 100 active participants and over $2.4M in plan assets.

 

 Retirement Plan Details

Address Two Wisconsin Circle
Chevy Chase, MD 20815-7003 
Industry Lessors of Other Real Estate Property
Administrator Charles A. Gravely
Net Plan Assets $2,370,000
Total Participants 150
Avg Account Balance $17,000

 Top 3 Funds in this 401k

1. Fidelity Advisor Equity Income 17%
2. Fidelity Contrafund 16%
3. Fidelity Advisor Equity Growth 13%

  Plan Service Providers

Auditor Reznick Group, P.C.
Corporate Trustee ING
Insurance Carrier ING
Insurance Advisor/Broker Frank E. Baar, Jr.

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