Family Wealth Advisors, Llc 401k Plan

Wealthminder's Take

Family Wealth Advisors, Llc 401k Plan at Family Wealth Advisors, Llc in the Finance and Insurance industry has an unknown number of investment options, and a total of $53,011.00 in assets. With 3 participants, the Family Wealth Advisors, Llc 401k Plan has an average balance per participant of $17,670.33.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
40
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
53
Company Match Level
66
Employee Participation Rate
5
Employee Contribution Level
57
Average Balance Size
11
Family Wealth Advisors, Llc Details
Address
6900 E. Camelback Roadsuite A39
Scottsdale, AZ 85251
Telephone
480-969-5667
Total Assets
$53,011.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
3
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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