Portfolio Associates, Inc. Profit Sharing Plan And Trust

Wealthminder's Take

Portfolio Associates, Inc. Profit Sharing Plan And Trust at Portfolio Associates, Inc. in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $698,776.00 in assets. With 9 participants, the Portfolio Associates, Inc. Profit Sharing Plan And Trust has an average balance per participant of $77,641.78.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
2
46
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
53
Company Match Level
26
Employee Participation Rate
43
Employee Contribution Level
49
Average Balance Size
71
Portfolio Associates, Inc. Details
Address
510 Walnut Street, Suite 1411
Philadelphia, PA 19106-3622
Telephone
215-627-3660
Total Assets
$698,776.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
9
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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