Overview

Plan Rating

BrightScope Rating
75
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (38)
Average in Peer Group (62)
Highest in Peer Group (87)

Plan Description

A. Zerega's Sons, Inc. Savings and Investment Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances and Company Generosity. A. Zerega's Sons, Inc. Savings and Investment Retirement Plan currently has over 100 active participants and over $26.8M in plan assets.

Did you know?

For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (75) and the top rated plan (87) could equate to:
7
Additional years of work
69,223
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 6/30/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address P.O. Box 241
  • Location
    Fair Lawn , NJ
  • 07410
  • Industry
    Manufacturing
  • Administrator
    Nick Pugliese
  • Net Plan Assets
    $26,800,000
  • Total Participants
    170
  • Avg Account Balance
    $170,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Sutter Home Winery 81.5
Ag Partners Cooperative 76.6
Birdsong 67.9
F.M. Brown's Sons 64.3
Oak State Products 63.1
Creme Curls Bakery 55.5
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Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Contrafund 30%
24%
Fidelity Freedom Funds 18%
1%
Fidelity Low-Priced Stock 12%
64%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Fidelity
Auditor
Murphy, Miller & Baglieri LLP

Articles and Questions

Boeing Plan Report (Updated)

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Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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