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The Julia Morgan Memorial 401k Plan

Wealthminder's Take

The Julia Morgan Memorial 401k Plan at Carey & Co., Inc. in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $1,195,767.00 in assets. With 8 participants, the The Julia Morgan Memorial 401k Plan has an average balance per participant of $149,470.88.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
3
72
Your Plan
94

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
61
Company Match Level
85
Employee Participation Rate
58
Employee Contribution Level
94
Average Balance Size
84
Carey & Co., Inc. Details
Address
460 Bush St
San Francisco, CA 94108-3731
Telephone
415-773-0773
Total Assets
$1,195,767.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
8
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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