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Frank Burton Lloyd 401-k Profit Sharing Plan

Wealthminder's Take

Frank Burton Lloyd 401-k Profit Sharing Plan at Frank Burton Lloyd Sole Proprietor in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $1,032,553.00 in assets. With 2 participants, the Frank Burton Lloyd 401-k Profit Sharing Plan has an average balance per participant of $516,276.50.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
3
58
Your Plan
91

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
40
Company Match Level
52
Employee Participation Rate
43
Employee Contribution Level
97
Average Balance Size
98
Frank Burton Lloyd Sole Proprietor Details
Address
12824 Brendel Dr
Los Altos Hills, CA 94022
Telephone
650-941-8090
Total Assets
$1,032,553.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
2
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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