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A. Morton Thomas and Associates, Inc.
Plan:
A. Morton Thomas & Associates, Inc. 401k Plan
 

A. Morton Thomas and Associates, Inc.

73 Plan: A. Morton Thomas & Associates, Inc. 401k Plan

 
 
73
40
71
87
0
10
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40
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60
70
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100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (73) and the top rated plan (87) could equate to:
[How is this calculated?]
8 additional years of work
Up to $76,900 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

A. Morton Thomas & Associates, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Participation Rate. A. Morton Thomas & Associates, Inc. 401k Plan currently has over 200 active participants and over $12.0M in plan assets.

 

 Retirement Plan Details

Address 12750 Twinbrook Parkway,Ste 200
Rockville, MD 20852 
Industry Engineering Services
Administrator Richard Khalil
Net Plan Assets $12,000,000
Total Participants 250
Avg Account Balance $48,000

 Top 3 Funds in this 401k

1. PIMCO Total Return 15%
2. Prudential Guaranteed Income Fund 12%
3. American Funds Washington Mutual 11%

  Plan Service Providers

Insurance Carrier Prudential
Insurance Advisor/Broker Nancy Lee Barrette
Recordkeeper Prudential
Auditor Argy, Wiltse & Robinson

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