WILLIAM JOSEPH CAPITAL MANAGEMENT INC. 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
6
Plan assets (EOY)
$332K
Net assets (EOY)
$332K
Plan health score
88
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
57
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM JOSEPH CAPITAL MANAGEMENT INC..
Plan sponsor
Name
WILLIAM JOSEPH CAPITAL MANAGEMENT INC.
EIN
93-4853104
Address
210 REDSTONE HILL ROAD SUITE 5 · BRISTOL, CT · 06010
