Lineweaver Financial Group Retirement Plan

Wealthminder's Take

Lineweaver Financial Group Retirement Plan at Lineweaver Financial Group, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $778,305.00 in assets. With 16 participants, the Lineweaver Financial Group Retirement Plan has an average balance per participant of $48,644.06.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
55
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
90
Company Match Level
73
Employee Participation Rate
19
Employee Contribution Level
38
Average Balance Size
27
Lineweaver Financial Group, Inc. Details
Address
9035 Sweet Valley Drive
Valley View, OH 44125
Telephone
216-520-1771
Total Assets
$778,305.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
16
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 Lineweaver Financial Group Retirement Plan? Request free proposals from financial advisors today.
Do you work at Lineweaver Financial Group, Inc.? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.