Matthew Cerizo Agency 401(k) Plan

Wealthminder's Take

Matthew Cerizo Agency 401(k) Plan at Matthew Cerizo Agency in the Finance and Insurance industry has an unknown number of investment options, and a total of $253,542.00 in assets. With 10 participants, the Matthew Cerizo Agency 401(k) Plan has an average balance per participant of $25,354.20.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
45
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
38
Company Match Level
82
Employee Participation Rate
49
Employee Contribution Level
24
Average Balance Size
10
Matthew Cerizo Agency Details
Address
320 Ohukai Rd. #406
Kihei, HI 96753
Telephone
808-879-4309
Total Assets
$253,542.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
10
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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