Bardwell, Bowlby & Karam Insurance Agency, Inc 401(k) Plan And Trust

Wealthminder's Take

Bardwell, Bowlby & Karam Insurance Agency, Inc 401(k) Plan And Trust at Bardwell, Bowlby & Karam Insurance Agency, Inc in the Finance and Insurance industry has an unknown number of investment options, and a total of $2,423,686.00 in assets. With 14 participants, the Bardwell, Bowlby & Karam Insurance Agency, Inc 401(k) Plan And Trust has an average balance per participant of $173,120.43.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
44
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
29
Company Match Level
22
Employee Participation Rate
49
Employee Contribution Level
72
Average Balance Size
83
Bardwell, Bowlby & Karam Insurance Agency, Inc Details
Address
Po Box 170087 East Street
Pittsfield, MA 01202-1700
Telephone
413-445-5626
Total Assets
$2,423,686.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
14
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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