Partners Wealth Management, Inc. 401(k) Plan

Wealthminder's Take

Partners Wealth Management, Inc. 401(k) Plan at Partners Wealth Management, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $1,055,142.00 in assets. With 4 participants, the Partners Wealth Management, Inc. 401(k) Plan has an average balance per participant of $263,785.50.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
50
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
36
Company Match Level
19
Employee Participation Rate
49
Employee Contribution Level
92
Average Balance Size
93
Partners Wealth Management, Inc. Details
Address
1700 Park Streetsuite 200
Naperville, IL 60563
Telephone
630-778-8088
Total Assets
$1,055,142.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
4
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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