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 (39)
Average in Peer Group (70)
Highest in Peer Group (87)

Plan Description

L. Fishman & Son, Inc. Employee Stock Ownership Plan is a defined contribution plan with a stock bonus component and leveraged ESOP component. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Total Plan Cost. L. Fishman & Son, Inc. Employee Stock Ownership Plan currently has over 200 active participants and over $34.6M in plan assets.

Did you know?

For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (73) and the top rated plan (87) could equate to:
9
Additional years of work
9,927
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 6301 E. Lombard St.
  • Location
    Baltimore , MD
  • 21224-1734
  • Industry
    Other Miscellaneous Nondurable Goods Merchant Wholesalers
  • Administrator
    Brady Sweitzer
  • Net Plan Assets
    $34,600,000
  • Total Participants
    210
  • Avg Account Balance
    $170,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Peer Group Plans

Company Rating
The Dodge Company 77.0
Mizar Holding Company 73.7
XP Power, LLC. 72.6
The Vernon Company 72.3
Morinda Holdings 69.6
Merco Group 65.9
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

1

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Company Stock 100%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Gross Mendelsohn & Associates Pa

Articles and Questions

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