Caldwell & Moreland Ins Svcs 401k Prof Shar Plan

Wealthminder's Take

Caldwell & Moreland Ins Svcs 401k Prof Shar Plan at Kellog & Moreland Insurance Services in the Finance and Insurance industry has an unknown number of investment options, and a total of $1,795,113.00 in assets. With 8 participants, the Caldwell & Moreland Ins Svcs 401k Prof Shar Plan has an average balance per participant of $224,389.12.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
65
Your Plan
90

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
69
Company Match Level
56
Employee Participation Rate
49
Employee Contribution Level
80
Average Balance Size
90
Kellog & Moreland Insurance Services Details
Address
1654 Plum Lane
Redlands, CA 92374-4532
Telephone
909-792-8950
Total Assets
$1,795,113.00
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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