Halvorson Trane 401(k) Plan

Wealthminder's Take

Halvorson Trane 401(k) Plan at Paul A. Halvorson, Inc. in the Wholesale Trade industry has an unknown number of investment options, and a total of $6,779,058.00 in assets. With 77 participants, the Halvorson Trane 401(k) Plan has an average balance per participant of $88,039.71.

Plan Ratings
Compared to other Wholesale Trade plans
Wealthminder Rating
8
54
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
36
Company Match Level
61
Employee Participation Rate
47
Employee Contribution Level
84
Average Balance Size
68
Paul A. Halvorson, Inc. Details
Address
2220 Nw 108th St.
Clive, IA 50325
Telephone
515-309-4519
Total Assets
$6,779,058.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
77
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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