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Ui 401(k) Plan

Wealthminder's Take

Ui 401(k) Plan at Ulupono Initiative Llc in the Other Services (except Public Administration) industry has an unknown number of investment options, and a total of $1,546,164.00 in assets. With 15 participants, the Ui 401(k) Plan has an average balance per participant of $103,077.60.

Plan Ratings
Compared to other Other Services (except Public Administration) plans
Wealthminder Rating
4
62
Your Plan
86

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
37
Company Match Level
77
Employee Participation Rate
54
Employee Contribution Level
94
Average Balance Size
83
Ulupono Initiative Llc Details
Address
999 Bishop St. Suite 1202
Honolulu, HI 96813
Telephone
408-358-3316
Total Assets
$1,546,164.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
15
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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