The Roberts Agency, Inc. 401(k) Profit Sharing Plan

Wealthminder's Take

The Roberts Agency, Inc. 401(k) Profit Sharing Plan at The Roberts Agency, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $1,633,483.00 in assets. With 16 participants, the The Roberts Agency, Inc. 401(k) Profit Sharing Plan has an average balance per participant of $102,092.69.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
59
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
73
Company Match Level
47
Employee Participation Rate
40
Employee Contribution Level
73
Average Balance Size
64
The Roberts Agency, Inc. Details
Address
31 Tunxis Avenue
Bloomfield, CT 06002-0805
Telephone
860-242-7726
Total Assets
$1,633,483.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
16
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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