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, and Salary Deferral. Ober, Kaler, Grimes & Shriver Retirement Plan and Trust currently has over 300 active participants and over $82.8M in plan assets.
|1.||Wells Fargo S&P 500 Index||24%|
|2.||Self-Directed Brokerage Accounts||21%|
|3.||Wells Fargo Stable Return Trust||12%|
100 Light Street
Baltimore, MD 21202
|Industry||Offices of Lawyers|
|Administrator||Matthew A Mace|
|Sponsor||S. Craig Holden|
|Net Plan Assets||$82,800,000|
|Avg Account Balance||$340,000|
|Smith, Anderson, Blount, Dorsett,...||88.4|
|Smith, Gambrell & Russell, LLP||87.1|
|Haynsworth Sinkler Boyd, P.A.||86.1|
|Arnall Golden Gregory LLP||85.8|
|Sherman & Howard LLC||85.0|
|Stradley, Ronon, Stevens, & Young,...||80.8|
|Investment Adviser||Bank of America Merrill Lynch|
|Recordkeeper||Bank of America Merrill Lynch|
|Auditor||Stegman & Company|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.