Overview

Plan Rating

BrightScope Rating
40
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (37)
Average in Peer Group (65)
Highest in Peer Group (88)

Plan Description

Stonemark Management, LLC 401k Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 40. Stonemark Management, LLC 401k Retirement Savings Plan currently has over 500 active participants and over $3.1M in plan assets.

Did you know?

For the average 401k participant, the 48 point difference between this plan's BrightScope Rating (40) and the top rated plan (88) could equate to:
24
Additional years of work
270,530
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 400 Interstate North Parkway S Suite 1100
  • Location
    Atlanta , GA
  • 30339-5029
  • Industry
    Lessors of Residential Buildings and Dwellings
  • Administrator
    Doris Hillard
  • Net Plan Assets
    $3,080,000
  • Total Participants
    510
  • Avg Account Balance
    $6,800

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

21

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
BlackRock, Inc. Blackrock Lifepath Index 81%
6%
CUNA Lifestyle Moderate Growth 3%
N/A
CUNA Stable Value Fund 3%
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
CUNA Mutual Insurance Society
Insurance Advisor/Broker
Alexande C Dancy
Recordkeeper
CUNA Mutual Insurance Society
Auditor
Jones and Kolb

Articles and Questions

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