Swerling Milton Winnick 401(k) Retirement Plan

Wealthminder's Take

Swerling Milton Winnick 401(k) Retirement Plan at Swerling Milton Winnick Public Insurance Adjusters, Inc. in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $3,566,717.00 in assets. With 13 participants, the Swerling Milton Winnick 401(k) Retirement Plan has an average balance per participant of $274,362.85.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
4
66
Your Plan
87

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
50
Company Match Level
60
Employee Participation Rate
60
Employee Contribution Level
95
Average Balance Size
96
Swerling Milton Winnick Public Insurance Adjusters, Inc. Details
Address
36 Washington Street, Suite 310
Wellesley Hills, MA 02481-1917
Telephone
781-416-1000
Total Assets
$3,566,717.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
13
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
Want professional advice on your Swerling Milton Winnick 401(k) Retirement Plan? Request free proposals from financial advisors today.
Do you work at Swerling Milton Winnick Public Insurance Adjusters, Inc.? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.