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Company:
Ober, Kaler, Grimes & Shriver
Plan:
Ober, Kaler, Grimes & Shriver Retirement Plan and Trust
 

Ober, Kaler, Grimes & Shriver

83 Plan: Ober, Kaler, Grimes & Shriver Retirement Plan and Trust

 
 
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89
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For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (83) and the top rated plan (89) could equate to:
[How is this calculated?]
4 additional years of work
Up to $79,800 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

Ober, Kaler, Grimes & Shriver Retirement Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83. This plan is in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Ober, Kaler, Grimes & Shriver Retirement Plan and Trust currently has over 300 active participants and over $61.2M in plan assets.

 

 Retirement Plan Details

Address 100 Light Street
Baltimore, MD 21202 
Industry Offices of Lawyers
Administrator Matthew A. Mace
Sponsor S. Craig Holden
Net Plan Assets $61,200,000
Total Participants 330
Avg Account Balance $190,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 21%
2. Selected American Shares 13%
3. American Funds EuroPacific Growth 12%

  Plan Service Providers

Corporate Trustee Wells Fargo (Wachovia)
Recordkeeper Wells Fargo (Wachovia)
Investment Adviser Pinnacle Advisory Group
Investment Adviser Ten-Sixty Asset Management, LLC
Auditor Stegman & Company

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