Overview

Plan Rating

BrightScope Rating
72
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (46)
Average in Peer Group (73)
Highest in Peer Group (88)

Plan Description

Robert D. Gilmore & Associates, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72. This plan is in the top 15% of plans for Account Balances. Robert D. Gilmore & Associates, Inc. 401k Profit Sharing Plan currently has over 100 active participants and over $12.8M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (72) and the top rated plan (88) could equate to:
10
Additional years of work
87,508
Lost 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.How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 65 E Butler Avenue
  • Location
    New Britain , PA
  • 18901-5209
  • Industry
    Engineering Services
  • Administrator
    William Rowland
  • Net Plan Assets
    $12,800,000
  • Total Participants
    150
  • Avg Account Balance
    $91,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Great

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Above Average
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Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard 500 Index 13%
N/A
Reliance Advisory Trust Inv 80 10%
N/A
Reliance Advisory Trust Inv 60 8%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
The Standard
Investment Adviser
LPL Financial Corp. (NRP)
Auditor
Zook Dinon Pa

Articles and Questions