Jacobson Rost, Inc. Employees 401(k) Plan

Wealthminder's Take

Jacobson Rost, Inc. Employees 401(k) Plan at Jacobson Rost, Inc. in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $3,462,046.00 in assets. With 80 participants, the Jacobson Rost, Inc. Employees 401(k) Plan has an average balance per participant of $43,275.58.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
7
46
Your Plan
85

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
34
Company Match Level
59
Employee Participation Rate
56
Employee Contribution Level
38
Average Balance Size
40
Jacobson Rost, Inc. Details
Address
233 N. Water Street6th Floor
Milwaukee, WI 53202
Telephone
414-220-4851
Total Assets
$3,462,046.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
80
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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