Gottlieb LLC d/b/a Martin Gottlieb & Associates, LLC

Form 5500 Data

Gottlieb LLC d/b/a Martin Gottlieb & Associates, LLC

56

Overview

Plan Rating

BrightScope Rating
56
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (5)
Average in Peer Group (69)
Highest in Peer Group (91)

Plan Description

Martin Gottlieb & Associates, LLC 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 56. Martin Gottlieb & Associates, LLC 401k Profit Sharing Plan currently has over 400 active participants and over $5.9M in plan assets.

Did you know?

For the average 401k participant, the 35 point difference between this plan's BrightScope Rating (56) and the top rated plan (91) could equate to:
19
Additional years of work
182,888
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 4932 Sunbeam Rd Suite 100
  • Location
    Jacksonville , FL
  • 32257
  • Industry
    All Other Professional, Scientific, and Technical Services
  • Net Plan Assets
    $5,940,000
  • Total Participants
    400
  • Avg Account Balance
    $16,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

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

Performance

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

Peer Group Plans

Company Rating
Sumo Logic 74.1
Brightedge Technologies 72.4
Guidepoint Global, LLC 64.2
CGI Communications 61.5
Redi Services, LLC 59.9
Mtbc Health 50.2

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

28

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Pioneer Bond 21%
90%
Prudential Jennison Growth 7%
6%
Invesco Comstock 6%
95%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Empower
Insurance Advisor/Broker
Ioannis K Mitsis
Administration
National Associates, Inc. N.W.
Administration
Circle Pension, Inc.
Recordkeeper
Empower
Auditor
Dixon Hughes Goodman, LLC

Articles and Questions

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