Costello & Sons 401(k) Plan

Wealthminder's Take

Costello & Sons 401(k) Plan at Costello & Sons Insurance Brokers, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $4,661,871.00 in assets. With 36 participants, the Costello & Sons 401(k) Plan has an average balance per participant of $129,496.42.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
61
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
32
Company Match Level
89
Employee Participation Rate
49
Employee Contribution Level
91
Average Balance Size
72
Costello & Sons Insurance Brokers, Inc. Details
Address
1752 Lincoln Avenue
San Rafael, CA 94901
Telephone
415-257-2140
Total Assets
$4,661,871.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
36
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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