Forster, Davis, Roberts & Boeller, P.a. 401(k) Profit Sharing Plan

Wealthminder's Take

Forster, Davis, Roberts & Boeller, P.a. 401(k) Profit Sharing Plan at Forster, Davis, Roberts & Boeller, P.a. in the Health Care and Social Assistance industry has an unknown number of investment options, and a total of $5,017,162.00 in assets. With 33 participants, the Forster, Davis, Roberts & Boeller, P.a. 401(k) Profit Sharing Plan has an average balance per participant of $152,035.21.

Plan Ratings
Compared to other Health Care and Social Assistance plans
Wealthminder Rating
2
43
Your Plan
93

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
58
Company Match Level
39
Employee Participation Rate
25
Employee Contribution Level
29
Average Balance Size
70
Forster, Davis, Roberts & Boeller, P.a. Details
Address
2121 South Mccall Road
Englewood, FL 34224
Telephone
941-474-6466
Total Assets
$5,017,162.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
33
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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