Action Financial Planning, Inc. 401(k) Plan

Wealthminder's Take

Action Financial Planning, Inc. 401(k) Plan at Action Financial Planning, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $225,995.00 in assets. With 8 participants, the Action Financial Planning, Inc. 401(k) Plan has an average balance per participant of $28,249.38.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
37
Your Plan
90

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
61
Company Match Level
49
Employee Participation Rate
28
Employee Contribution Level
4
Average Balance Size
15
Action Financial Planning, Inc. Details
Address
191 North Ave.
Mt. Clemens, MI 48043
Telephone
586-868-2440
Total Assets
$225,995.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
8
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
Want professional advice on your Action Financial Planning, Inc. 401(k) Plan? Request free proposals from financial advisors today.
Do you work at Action Financial Planning, Inc.? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.