Berkadia Commercial Mortgage LLC

82
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
82
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (13)
Average in Peer Group (67)
Highest in Peer Group (89)

Plan Description

Berkadia 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. Berkadia 401k Retirement Plan currently has over 1,300 active participants and over $164.8M in plan assets.

Did you know?

For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (82) and the top rated plan (89) could equate to:
5
Additional years of work
73,283
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 323 Norristown Rd Suite 300
  • Location
    Ambler , PA
  • 19002
  • Industry
    Offices of Other Holding Companies
  • Administrator
    Jack Fioravanti
  • Net Plan Assets
    $165,000,000
  • Total Participants
    1,400
  • Avg Account Balance
    $130,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Omron Management Center of America 85.3
Plexus 74.9
Kansas City Southern 68.4
Chemed 66.7
MKB Holdings, LLC 65.2
Time Investment 65.1

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement Balanced 32%
4%
T. Rowe Price Retirement Trust 16%
N/A
Fidelity 500 Index 8%
10%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Corporate Trustee
T. Rowe Price
Recordkeeper
T. Rowe Price
Consultant
The PFE Group
Auditor
Kreischer Miller & Co.

Articles and Questions

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