Moretrench American Corporation

42
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
42
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (7)
Average in Peer Group (69)
Highest in Peer Group (87)

Plan Description

The Moretrench American Corporation 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 42. This plan is in the top 15% of plans for Account Balances and Participation Rate. The Moretrench American Corporation 401k Plan currently has over 200 active participants and over $27.6M in plan assets.

Did you know?

For the average 401k participant, the 45 point difference between this plan's BrightScope Rating (42) and the top rated plan (87) could equate to:
20
Additional years of work
311,561
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 C/o Keller Foundations Llc 7550 Teague Road, Suite 300
  • Location
    Hanover , MD
  • 21076
  • Industry
    Construction
  • Administrator
    Keith Segear
  • Net Plan Assets
    $27,600,000
  • Total Participants
    230
  • Avg Account Balance
    $120,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

20

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Prudential Guaranteed Interest Account 15%
N/A
American Funds EuroPacific Growth 12%
19%
T. Rowe Price US Large Cap Growth Equity 11%
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
Prudential
Insurance Carrier
The Standard
Investment Adviser
Charles Schwab
Recordkeeper
Charles Schwab
Administration
Prudential
Recordkeeper
Prudential
Auditor
Aronson & Company

Articles and Questions

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