Carroll, Kelly, Trotter, Franzen And Mckenna 401(k) Profit Sharing Plan And Trust

Wealthminder's Take

Carroll, Kelly, Trotter, Franzen And Mckenna 401(k) Profit Sharing Plan And Trust at Carroll, Kelly, Trotter, Franzen & Mckenna in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $2,764,786.00 in assets. With 20 participants, the Carroll, Kelly, Trotter, Franzen And Mckenna 401(k) Profit Sharing Plan And Trust has an average balance per participant of $138,239.30.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
3
61
Your Plan
89

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
76
Company Match Level
81
Employee Participation Rate
23
Employee Contribution Level
67
Average Balance Size
63
Carroll, Kelly, Trotter, Franzen & Mckenna Details
Address
111 W. Ocean Blvd., 14th Floor
Long Beach, CA 90801
Telephone
562-432-5855
Total Assets
$2,764,786.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
20
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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