A. Morton Thomas & Associates, Inc.

73
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
73
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (43)
Average in Peer Group (76)
Highest in Peer Group (92)

Plan Description

A. Morton Thomas & Associates, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Company Generosity. A. Morton Thomas & Associates, Inc. 401k Plan currently has over 500 active participants and over $35.8M in plan assets.

Did you know?

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (73) and the top rated plan (92) could equate to:
14
Additional years of work
67,096
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 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 800 King Farm Blvd. 4th Floor
  • Location
    Rockville , MD
  • 20850
  • Industry
    Engineering Services
  • Administrator
    Richard Khalil
  • Net Plan Assets
    $35,800,000
  • Total Participants
    540
  • Avg Account Balance
    $88,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Garver, LLC 78.2
WSB & Associates 77.6
Timmons Group 75.5
Quantum Spatial Company 67.4
Thielsch Engineering 61.0
Bartlett & West 54.6
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

35

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Empower Great-West Lifetime Trust III 36%
N/A
Vanguard Institutional Index 8%
12%
Great-West Life Guaranteed Interest Accounts 7%
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
Empower
Recordkeeper
Empower
Auditor
BDO Seidman, LLP

Articles and Questions

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