B. Thomas Wheeler, D.d.s., Inc. Retirement Plan And Trust

Wealthminder's Take

B. Thomas Wheeler, D.d.s., Inc. Retirement Plan And Trust at B. Thomas Wheeler, D.d.s., Inc. in the Health Care and Social Assistance industry has an unknown number of investment options, and a total of $851,534.00 in assets. With 12 participants, the B. Thomas Wheeler, D.d.s., Inc. Retirement Plan And Trust has an average balance per participant of $70,961.17.

Plan Ratings
Compared to other Health Care and Social Assistance plans
Wealthminder Rating
2
35
Your Plan
93

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
12
Company Match Level
68
Employee Participation Rate
25
Employee Contribution Level
56
Average Balance Size
35
B. Thomas Wheeler, D.d.s., Inc. Details
Address
18313 Bear Valley Road
Hesperia, CA 92345-4970
Telephone
760-949-2241
Total Assets
$851,534.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
12
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
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