Palm Management Corporation

45
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
45
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 (52)
Highest in Peer Group (83)

Plan Description

Palm Management Corporation 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 45. Palm Management Corporation 401k Plan currently has over 1,300 active participants and over $9.6M in plan assets.

Did you know?

For the average 401k participant, the 38 point difference between this plan's BrightScope Rating (45) and the top rated plan (83) could equate to:
17
Additional years of work
222,879
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 1730 Rhode Island Ave., Nw Ste. 900
  • Location
    Washington , DC
  • 20036-3113
  • Industry
    Full-Service Restaurants
  • Administrator
    James A. Longo
  • Net Plan Assets
    $9,590,000
  • Total Participants
    1,400
  • Avg Account Balance
    $18,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

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

Design

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

Performance

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

Investment Menu Stats

# of Investment Options

25

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
VALIC Fixed Account Plus 29%
N/A
Total Other Investments 11%
N/A
VALIC I Stock Index 9%
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
Insurance Carrier
Valic
Insurance Advisor/Broker
Orozco, Mario R
Insurance Advisor/Broker
Waters, Joseph
Insurance Advisor/Broker
Tina A. Milkovich
Insurance Advisor/Broker
Corrado, George A
Insurance Advisor/Broker
Trent O. Schloneger
Insurance Advisor/Broker
Eric Anderson
Insurance Advisor/Broker
Emily S. Spych
Insurance Advisor/Broker
Andrew L. Jerdal
Insurance Advisor/Broker
Brian D. Schmitt
Insurance Advisor/Broker
Veronica Magnotta
Insurance Advisor/Broker
Robert W. Toth
Insurance Advisor/Broker
Kenneth Jon Kemp
Insurance Advisor/Broker
Peterson, Kevin M
Insurance Advisor/Broker
Antonio G. Puente
Insurance Advisor/Broker
Nathanel David Elisha
Insurance Advisor/Broker
Sandra M. Holguin
Insurance Advisor/Broker
Gayle T. Vincent
Insurance Advisor/Broker
Kim, Ji
Insurance Advisor/Broker
Vince Sorrentino
Insurance Advisor/Broker
Theresa Krupka
Insurance Advisor/Broker
Charles E. Greth
Insurance Advisor/Broker
Terry J. Wasserman
Insurance Advisor/Broker
Robert Martinez
Insurance Advisor/Broker
Various
Insurance Advisor/Broker
Lawrence D. Perez
Insurance Advisor/Broker
Joseph Valdes
Insurance Advisor/Broker
Michael J. Schultz
Insurance Advisor/Broker
Adam J. Locascio
Insurance Advisor/Broker
Tunink, Paul
Insurance Advisor/Broker
Thomas Edward Gough
Insurance Advisor/Broker
Felix Barraza
Insurance Advisor/Broker
Elise Cosby
Insurance Advisor/Broker
John Charles Herzog
Insurance Advisor/Broker
Timothy P. Lense
Insurance Advisor/Broker
Laura G. Somerhausen
Insurance Advisor/Broker
Kim Block
Insurance Advisor/Broker
Mark Block
Insurance Advisor/Broker
Michael John Madalena
Insurance Advisor/Broker
William Corelle
Insurance Advisor/Broker
Vellaringattu, George
Investment Adviser
Valic
Legal Counsel
Valic
Recordkeeper
Valic
Auditor
The Lichter Group, LLC

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