B & A Retirement Plan

Wealthminder's Take

B & A Retirement Plan at Balzac & Associates, Llc in the Finance and Insurance industry has an unknown number of investment options, and a total of $412,896.00 in assets. With 2 participants, the B & A Retirement Plan has an average balance per participant of $206,448.00.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
60
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
16
Company Match Level
97
Employee Participation Rate
49
Employee Contribution Level
100
Average Balance Size
88
Balzac & Associates, Llc Details
Address
Edificio Tres Rios Ste 300calle Gonzalez Giusti #27
Guaynabo, PR 00968
Telephone
787-529-7733
Total Assets
$412,896.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
2
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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