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Jay M. Epstein, D.m.d., P.c. Retirement Trust

Wealthminder's Take

Jay M. Epstein, D.m.d., P.c. Retirement Trust at Jay M. Epstein, D.m.d., P.c. in the Health Care and Social Assistance industry has an unknown number of investment options, and a total of $2,394,919.00 in assets. With 16 participants, the Jay M. Epstein, D.m.d., P.c. Retirement Trust has an average balance per participant of $149,682.44.

Plan Ratings
Compared to other Health Care and Social Assistance plans
Wealthminder Rating
2
43
Your Plan
93

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
29
Company Match Level
48
Employee Participation Rate
25
Employee Contribution Level
75
Average Balance Size
69
Jay M. Epstein, D.m.d., P.c. Details
Address
295 Western Avenue
Lynn, MA 01904-3024
Telephone
781-598-2101
Total Assets
$2,394,919.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
16
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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