1. Home
  2. Plans
  3. Finance and Insurance
  4. Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  5. Blue Bell Private Wealth Management, Llc 401(k) Plan

Blue Bell Private Wealth Management, Llc 401(k) Plan

Wealthminder's Take

Blue Bell Private Wealth Management, Llc 401(k) Plan at Blue Bell Private Wealth Management, Llc in the Finance and Insurance industry has an unknown number of investment options, and a total of $701,896.00 in assets. With 11 participants, the Blue Bell Private Wealth Management, Llc 401(k) Plan has an average balance per participant of $63,808.73.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
51
Your Plan
83

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
99
Company Match Level
35
Employee Participation Rate
37
Employee Contribution Level
14
Average Balance Size
31
Blue Bell Private Wealth Management, Llc Details
Address
470 Norristown Road, Suite 305
Blue Bell, PA 19422-2322
Telephone
610-825-3540
Total Assets
$701,896.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
11
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 Blue Bell Private Wealth Management, Llc 401(k) Plan? Request free proposals from financial advisors today.
Request Proposals
Other Top Companies
Do you work at Blue Bell Private Wealth Management, Llc? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.