James Montgomery & Associates

Wealthminder's Take

James Montgomery & Associates at James Montgomery & Associates in the Construction industry has an unknown number of investment options, and a total of $943,613.00 in assets. With 23 participants, the James Montgomery & Associates has an average balance per participant of $41,026.65.

Plan Ratings
Compared to other Construction plans
Wealthminder Rating
10
61
Your Plan
88

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
64
Company Match Level
70
Employee Participation Rate
72
Employee Contribution Level
41
Average Balance Size
35
James Montgomery & Associates Details
Address
1 North Lasalle Street
Chicago, IL 60602
Telephone
312-977-0200
Total Assets
$943,613.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
23
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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