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Davis Wealth Management Group, Inc., 401(k) Profit Sharing Plan

Wealthminder's Take

Davis Wealth Management Group, Inc., 401(k) Profit Sharing Plan at Davis Wealth Management Group, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $431,610.00 in assets. With 6 participants, the Davis Wealth Management Group, Inc., 401(k) Profit Sharing Plan has an average balance per participant of $71,935.00.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
53
Your Plan
83

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
57
Company Match Level
87
Employee Participation Rate
37
Employee Contribution Level
37
Average Balance Size
35
Davis Wealth Management Group, Inc. Details
Address
1801 South Kanner Highway
Stuart, FL 34994-7204
Telephone
772-463-4441
Total Assets
$431,610.00
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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