Palumbo Bergstrom, Llp 401(k) Retirement Savings Plan

Wealthminder's Take

Palumbo Bergstrom, Llp 401(k) Retirement Savings Plan at Palumbo Bergstrom, Llp in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $4,322,328.00 in assets. With 42 participants, the Palumbo Bergstrom, Llp 401(k) Retirement Savings Plan has an average balance per participant of $102,912.57.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
3
38
Your Plan
89

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
19
Company Match Level
66
Employee Participation Rate
32
Employee Contribution Level
41
Average Balance Size
47
Palumbo Bergstrom, Llp Details
Address
95 Enterprise, Ste. 250
Aliso Viejo, CA 92656
Telephone
949-442-0300
Total Assets
$4,322,328.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
42
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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