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Fiondella Insurance & Retirement Planning, Inc. 401(k) Profit Sharing Plan & Trust

Wealthminder's Take

Fiondella Insurance & Retirement Planning, Inc. 401(k) Profit Sharing Plan & Trust at Fiondella Insurance & Retirement Planning, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $1,250,001.00 in assets. With 4 participants, the Fiondella Insurance & Retirement Planning, Inc. 401(k) Profit Sharing Plan & Trust has an average balance per participant of $312,500.25.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
83
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
99
Company Match Level
31
Employee Participation Rate
100
Employee Contribution Level
85
Average Balance Size
92
Fiondella Insurance & Retirement Planning, Inc. Details
Address
92 Hopmeadow Street
Simsbury, CT 06089
Telephone
860-408-6188
Total Assets
$1,250,001.00
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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