Carpenter Morse Group, P.a. 401(k) Profit Sharing Plan

Wealthminder's Take

Carpenter Morse Group, P.a. 401(k) Profit Sharing Plan at Carpenter Morse Group, P.a. in the Finance and Insurance industry has an unknown number of investment options, and a total of $135,667.00 in assets. With 6 participants, the Carpenter Morse Group, P.a. 401(k) Profit Sharing Plan has an average balance per participant of $22,611.17.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
11
Your Plan
90

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
6
Company Match Level
15
Employee Participation Rate
21
Employee Contribution Level
2
Average Balance Size
11
Carpenter Morse Group, P.a. Details
Address
1560 N. Orange Avenue, Suite 410
Winter Park, FL 32789
Telephone
404-420-2010
Total Assets
$135,667.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
6
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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