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Charter Venture Capital, Inc. Retirement Trust

Wealthminder's Take

Charter Venture Capital, Inc. Retirement Trust at Charter Venture Capital, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $468,371.00 in assets. With 4 participants, the Charter Venture Capital, Inc. Retirement Trust has an average balance per participant of $117,092.75.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
81
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
92
Company Match Level
98
Employee Participation Rate
51
Employee Contribution Level
99
Average Balance Size
64
Charter Venture Capital, Inc. Details
Address
2041 Mission College Blvd.suite 210
Santa Clara, CA 95054
Telephone
408-758-4706
Total Assets
$468,371.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
4
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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