Independent Tax Representatives, Llc 401k Profit Sharing Plan

Wealthminder's Take

Independent Tax Representatives, Llc 401k Profit Sharing Plan at Independent Tax Representatives, Llc in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $2,028,245.00 in assets. With 4 participants, the Independent Tax Representatives, Llc 401k Profit Sharing Plan has an average balance per participant of $507,061.25.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
4
72
Your Plan
87

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
76
Company Match Level
47
Employee Participation Rate
60
Employee Contribution Level
98
Average Balance Size
99
Independent Tax Representatives, Llc Details
Address
1390 Market Street, Suite 304
San Francisco, CA 94102
Telephone
415-495-3333
Total Assets
$2,028,245.00
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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