Montage Financial Group 401(k) Profit Sharing Plan

Wealthminder's Take

Montage Financial Group 401(k) Profit Sharing Plan at Montage Financial Group in the Finance and Insurance industry has an unknown number of investment options, and a total of $375,715.00 in assets. With 8 participants, the Montage Financial Group 401(k) Profit Sharing Plan has an average balance per participant of $46,964.38.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
23
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
20
Company Match Level
25
Employee Participation Rate
37
Employee Contribution Level
4
Average Balance Size
22
Montage Financial Group Details
Address
29222 Rancho Viejo Road, Suite 216
San Juan Capistrano, CA 92675
Telephone
949-367-7700
Total Assets
$375,715.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
8
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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