Altman Management Company II, Inc.

53
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
53
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (10)
Average in Peer Group (56)
Highest in Peer Group (84)

Plan Description

The Altman Management Company II, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. The Altman Management Company II, Inc. 401k Plan currently has over 400 active participants and over $7.7M in plan assets.

Did you know?

For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (53) and the top rated plan (84) could equate to:
14
Additional years of work
173,812
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 240 New York Drive Suite 1
  • Location
    Fort Washington , PA
  • 19034
  • Industry
    Real Estate and Rental and Leasing
  • Administrator
    Robert Bluth
  • Net Plan Assets
    $7,680,000
  • Total Participants
    440
  • Avg Account Balance
    $36,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Average
Account Balance:
Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Average

Peer Group Plans

Company Rating
Gates, Hudson & Associates 62.2
Investco Financial 59.9
The NRP Group 59.7
WRH Realty Services 58.1
Pyramid Companies 58.1
HKP 57.9
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Investments

Investment Menu Stats

# of Investment Options

40

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Advisor Freedom 70%
12%
Putnam Stable Value Fund 7%
N/A
John Hancock Lifestyle Growth 5%
69%
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
Fidelity
Auditor
Jacobs and Associates, LLC

Articles and Questions

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