The Merriam Insurance Agency 401k Profit Sharing Plan

Wealthminder's Take

The Merriam Insurance Agency 401k Profit Sharing Plan at Charles W. Merriam & Son, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $563,043.00 in assets. With 19 participants, the The Merriam Insurance Agency 401k Profit Sharing Plan has an average balance per participant of $29,633.84.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
31
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
91
Employee Participation Rate
16
Employee Contribution Level
34
Average Balance Size
19
Charles W. Merriam & Son, Inc. Details
Address
376 Broadway
Schenectady, NY 12305
Telephone
518-393-2109
Total Assets
$563,043.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
19
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
Want professional advice on your The Merriam Insurance Agency 401k Profit Sharing Plan? Request free proposals from financial advisors today.
Do you work at Charles W. Merriam & Son, Inc.? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.