Calton & Associates, Inc. 401(k) And Profit Sharing Plan

Wealthminder's Take

Calton & Associates, Inc. 401(k) And Profit Sharing Plan at Calton & Associates, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $3,620,854.00 in assets. With 34 participants, the Calton & Associates, Inc. 401(k) And Profit Sharing Plan has an average balance per participant of $106,495.71.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
6
51
Your Plan
84

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
58
Company Match Level
65
Employee Participation Rate
46
Employee Contribution Level
26
Average Balance Size
52
Calton & Associates, Inc. Details
Address
14497 N. Dale Mabry Highway,ste 215
Tampa, FL 33618
Telephone
813-264-0440
Total Assets
$3,620,854.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
34
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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