Adelstein, Sharpe & Serka Retirement Plan

Wealthminder's Take

Adelstein, Sharpe & Serka Retirement Plan at Adelstein, Sharpe & Serka, Llp in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $2,068,463.00 in assets. With 14 participants, the Adelstein, Sharpe & Serka Retirement Plan has an average balance per participant of $147,747.36.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
3
51
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
49
Company Match Level
66
Employee Participation Rate
38
Employee Contribution Level
52
Average Balance Size
61
Adelstein, Sharpe & Serka, Llp Details
Address
400 N. Commercial St.
Bellingham, WA 98225
Telephone
360-671-6565
Total Assets
$2,068,463.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
14
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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