Joseph Capital Management, Llc 401(k) Plan

Wealthminder's Take

Joseph Capital Management, Llc 401(k) Plan at Joseph Capital Management, Llc in the Finance and Insurance industry has an unknown number of investment options, and a total of $510,279.00 in assets. With 10 participants, the Joseph Capital Management, Llc 401(k) Plan has an average balance per participant of $51,027.90.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
45
Your Plan
83

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
79
Company Match Level
31
Employee Participation Rate
37
Employee Contribution Level
24
Average Balance Size
24
Joseph Capital Management, Llc Details
Address
2450 North Citrus Hills Boulevard
Hernando, FL 34442
Telephone
352-746-4460
Total Assets
$510,279.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
10
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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