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  5. Lisa And Douglas Goldman Fund 403(b) Plan

Lisa And Douglas Goldman Fund 403(b) Plan

Wealthminder's Take

Lisa And Douglas Goldman Fund 403(b) Plan at Lisa And Douglas Goldman Fund in the Other Services (except Public Administration) industry has an unknown number of investment options, and a total of $442,003.00 in assets. With 5 participants, the Lisa And Douglas Goldman Fund 403(b) Plan has an average balance per participant of $88,400.60.

Plan Ratings
Compared to other Other Services (except Public Administration) plans
Wealthminder Rating
4
85
Your Plan
86

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
97
Company Match Level
97
Employee Participation Rate
54
Employee Contribution Level
99
Average Balance Size
78
Lisa And Douglas Goldman Fund Details
Address
1 Montgomery Street, Suite 3440
San Francisco, CA 94104
Telephone
415-771-1717
Total Assets
$442,003.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
5
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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