Fundx Investment Group 401(k) Plan

Wealthminder's Take

Fundx Investment Group 401(k) Plan at Fundx Investment Group Llc in the Finance and Insurance industry has an unknown number of investment options, and a total of $5,850,119.00 in assets. With 20 participants, the Fundx Investment Group 401(k) Plan has an average balance per participant of $292,505.95.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
45
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
49
Company Match Level
23
Employee Participation Rate
37
Employee Contribution Level
51
Average Balance Size
89
Fundx Investment Group Llc Details
Address
235 Montgomery St., Suite 1049
San Francisco, CA 94104-3008
Telephone
415-986-7979
Total Assets
$5,850,119.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
20
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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