Sullivan, Garrity And Donnelly Insurance Agency Inc. 401(k) Profit Sharing Plan

Wealthminder's Take

Sullivan, Garrity And Donnelly Insurance Agency Inc. 401(k) Profit Sharing Plan at Sullivan, Garrity And Donnelly Insurance Agency, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $4,014,821.00 in assets. With 35 participants, the Sullivan, Garrity And Donnelly Insurance Agency Inc. 401(k) Profit Sharing Plan has an average balance per participant of $114,709.17.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
42
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
43
Company Match Level
33
Employee Participation Rate
46
Employee Contribution Level
28
Average Balance Size
68
Sullivan, Garrity And Donnelly Insurance Agency, Inc. Details
Address
10 Institute Road
Worcester, MA 01609
Telephone
508-754-1767
Total Assets
$4,014,821.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
35
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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