Wealth Management Associates 401(k) Plan

Wealthminder's Take

Wealth Management Associates 401(k) Plan at Wealth Management Associates in the Finance and Insurance industry has an unknown number of investment options, and a total of $454,164.00 in assets. With 6 participants, the Wealth Management Associates 401(k) Plan has an average balance per participant of $75,694.00.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
6
55
Your Plan
84

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
67
Company Match Level
73
Employee Participation Rate
46
Employee Contribution Level
37
Average Balance Size
37
Wealth Management Associates Details
Address
400 Main Street, Ste. 200
Pleasanton, CA 94566
Telephone
925-462-6007
Total Assets
$454,164.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
6
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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