Joan K. Norton, Cmfc, Rfc, Llc 401(k) Plan

Wealthminder's Take

Joan K. Norton, Cmfc, Rfc, Llc 401(k) Plan at Joan K. Norton, Cmfc, Rfc, Llc in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $202,228.00 in assets. With 8 participants, the Joan K. Norton, Cmfc, Rfc, Llc 401(k) Plan has an average balance per participant of $25,278.50.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
4
47
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
30
Company Match Level
75
Employee Participation Rate
60
Employee Contribution Level
39
Average Balance Size
24
Joan K. Norton, Cmfc, Rfc, Llc Details
Address
800 West Cummings Park, Suite 3600
Woburn, MA 01801
Telephone
781-933-8266
Total Assets
$202,228.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
8
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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