Tricity Family Services Tax Sheltered Annuity Plan

Wealthminder's Take

Tricity Family Services Tax Sheltered Annuity Plan at Tricity Family Services in the Health Care and Social Assistance industry has an unknown number of investment options, and a total of $700,481.00 in assets. With 38 participants, the Tricity Family Services Tax Sheltered Annuity Plan has an average balance per participant of $18,433.71.

Plan Ratings
Compared to other Health Care and Social Assistance plans
Wealthminder Rating
5
55
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
57
Company Match Level
75
Employee Participation Rate
30
Employee Contribution Level
60
Average Balance Size
63
Tricity Family Services Details
Address
1120 Randall Court
Geneva, IL 60134
Telephone
630-232-1070
Total Assets
$700,481.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
38
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 Tricity Family Services Tax Sheltered Annuity Plan? Request free proposals from financial advisors today.
Do you work at Tricity Family Services? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.