Koerner & Koerner, P.a. 401k Plan

Wealthminder's Take

Koerner & Koerner, P.a. 401k Plan at Koerner & Koerner, P.a. in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $2,370,024.00 in assets. With 15 participants, the Koerner & Koerner, P.a. 401k Plan has an average balance per participant of $158,001.60.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
3
58
Your Plan
91

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
99
Company Match Level
20
Employee Participation Rate
23
Employee Contribution Level
70
Average Balance Size
78
Koerner & Koerner, P.a. Details
Address
10 Allen Street, Suite 3a
Toms River, NJ 08753
Telephone
732-244-2323
Total Assets
$2,370,024.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
15
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
Want professional advice on your Koerner & Koerner, P.a. 401k Plan? Request free proposals from financial advisors today.
Do you work at Koerner & Koerner, P.a.? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.