Daniel B. Jones Clu, Chfc 401(k) Plan

Wealthminder's Take

Daniel B. Jones Clu, Chfc 401(k) Plan at Daniel B. Jones Clu, Chfc in the Finance and Insurance industry has an unknown number of investment options, and a total of $190,010.00 in assets. With 6 participants, the Daniel B. Jones Clu, Chfc 401(k) Plan has an average balance per participant of $31,668.33.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
65
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
68
Company Match Level
97
Employee Participation Rate
49
Employee Contribution Level
75
Average Balance Size
14
Daniel B. Jones Clu, Chfc Details
Address
19 Campion Road
New Hartford, NY 13413
Telephone
315-624-7701
Total Assets
$190,010.00
Filing Year
2,015
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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