Gary Community Investment Company

84
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
84
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (9)
Average in Peer Group (69)
Highest in Peer Group (90)

Plan Description

The Gary Tax Advantaged Savings Program is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 84, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. The Gary Tax Advantaged Savings Program currently has over 100 active participants and over $39.0M in plan assets.

Did you know?

For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (84) and the top rated plan (90) could equate to:
5
Additional years of work
*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 1705 17th Street, Suite 200
  • Location
    Denver , CO
  • 80202-5653
  • Industry
    Offices of Other Holding Companies
  • Administrator
    Carey Dobbertin
  • Net Plan Assets
    $39,000,000
  • Total Participants
    110
  • Avg Account Balance
    $360,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Investment Menu Stats

# of Investment Options

21

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Harbor International 12%
58%
Oakmark Equity & Income 12%
89%
T. Rowe Price Small-Cap Value 11%
4%
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
Milliman, Inc.
Auditor
Ehrhardt Keefe Steiner & Hottman Pc