Karpus Investment Management Profit Sharing Plan

Wealthminder's Take

Karpus Investment Management Profit Sharing Plan at Karpus Management, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $11,158,336.00 in assets. With 41 participants, the Karpus Investment Management Profit Sharing Plan has an average balance per participant of $272,154.54.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
22
50
Your Plan
81

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
6
Company Match Level
58
Employee Participation Rate
58
Employee Contribution Level
88
Average Balance Size
91
Karpus Management, Inc. Details
Address
183 Sullys Trail
Pittsford, NY 14534
Telephone
585-586-4680
Total Assets
$11,158,336.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
41
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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