Bob Burgess And Associates 401(k) Plan & Trust

Wealthminder's Take

Bob Burgess And Associates 401(k) Plan & Trust at Bob Burgess And Associates in the Wholesale Trade industry has an unknown number of investment options, and a total of $711,146.00 in assets. With 3 participants, the Bob Burgess And Associates 401(k) Plan & Trust has an average balance per participant of $237,048.67.

Plan Ratings
Compared to other Wholesale Trade plans
Wealthminder Rating
13
65
Your Plan
79

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
77
Company Match Level
69
Employee Participation Rate
12
Employee Contribution Level
100
Average Balance Size
97
Bob Burgess And Associates Details
Address
312 N. Southfield Drive
Vernon Hills, IL 60061
Telephone
847-680-1010
Total Assets
$711,146.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
3
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 Bob Burgess And Associates 401(k) Plan & Trust? Request free proposals from financial advisors today.
Do you work at Bob Burgess And Associates? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.