Boli Portfolio Strategies, Inc. 401(k) Plan

Wealthminder's Take

Boli Portfolio Strategies, Inc. 401(k) Plan at Boli Portfolio Strategies, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $540,740.00 in assets. With 7 participants, the Boli Portfolio Strategies, Inc. 401(k) Plan has an average balance per participant of $77,248.57.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
43
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
65
Company Match Level
16
Employee Participation Rate
37
Employee Contribution Level
47
Average Balance Size
38
Boli Portfolio Strategies, Inc. Details
Address
2693 Alta Glen Drive
Birmingham, AL 35243
Telephone
205-968-3255
Total Assets
$540,740.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
7
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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