Jose S. Castelo Insurance Agency, Inc. Profit Sharing Plan

Wealthminder's Take

Jose S. Castelo Insurance Agency, Inc. Profit Sharing Plan at Jose S. Castelo Insurance Agency, Inc. in the Real Estate and Rental and Leasing industry has an unknown number of investment options, and a total of $2,163,756.00 in assets. With 18 participants, the Jose S. Castelo Insurance Agency, Inc. Profit Sharing Plan has an average balance per participant of $120,208.67.

Plan Ratings
Compared to other Real Estate and Rental and Leasing plans
Wealthminder Rating
9
47
Your Plan
82

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
67
Company Match Level
16
Employee Participation Rate
47
Employee Contribution Level
32
Average Balance Size
70
Jose S. Castelo Insurance Agency, Inc. Details
Address
1815 Acushnet Avenue
New Bedford, MA 02745
Telephone
508-995-6291
Total Assets
$2,163,756.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
18
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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