Lundie Financial & Insurance Services 401(k) Plan

Wealthminder's Take

Lundie Financial & Insurance Services 401(k) Plan at Lundie Insurance Center, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $182,449.00 in assets. With 18 participants, the Lundie Financial & Insurance Services 401(k) Plan has an average balance per participant of $10,136.06.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
34
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
41
Company Match Level
87
Employee Participation Rate
10
Employee Contribution Level
6
Average Balance Size
5
Lundie Insurance Center, Inc. Details
Address
1021 Boulevard
Colonial Heights, VA 23434
Telephone
804-520-4467
Total Assets
$182,449.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
18
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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