Thomas James Capital Incorporated Incentive Savings Plan And Trust

Wealthminder's Take

Thomas James Capital Incorporated Incentive Savings Plan And Trust at Thomas James Capital Incorporated in the Finance and Insurance industry has an unknown number of investment options, and a total of $840,793.00 in assets. With 7 participants, the Thomas James Capital Incorporated Incentive Savings Plan And Trust has an average balance per participant of $120,113.29.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
71
Your Plan
83

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
94
Company Match Level
77
Employee Participation Rate
37
Employee Contribution Level
86
Average Balance Size
57
Thomas James Capital Incorporated Details
Address
15 Enterprisesuite 545
Aliso Viejo, CA 92656
Telephone
949-481-7026
Total Assets
$840,793.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
7
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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