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Levy & Mcclellan, Llc 401(k) Plan & Trust

Wealthminder's Take

Levy & Mcclellan, Llc 401(k) Plan & Trust at Levy & Mcclellan, Llc in the Manufacturing industry has an unknown number of investment options, and a total of $96,005.00 in assets. With 4 participants, the Levy & Mcclellan, Llc 401(k) Plan & Trust has an average balance per participant of $24,001.25.

Plan Ratings
Compared to other Manufacturing plans
Wealthminder Rating
15
82
Your Plan
88

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
91
Company Match Level
94
Employee Participation Rate
76
Employee Contribution Level
98
Average Balance Size
26
Levy & Mcclellan, Llc Details
Address
1881 Howell Mountain Road
St. Helena, CA 94574
Telephone
707-963-0369
Total Assets
$96,005.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
4
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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