Advanced Asset Management 401(k) P/s Plan

Wealthminder's Take

Advanced Asset Management 401(k) P/s Plan at Advanced Asset Management Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $522,400.00 in assets. With 8 participants, the Advanced Asset Management 401(k) P/s Plan has an average balance per participant of $65,300.00.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
65
Your Plan
83

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
86
Company Match Level
84
Employee Participation Rate
37
Employee Contribution Level
66
Average Balance Size
32
Advanced Asset Management Inc. Details
Address
10220 Sw Greenburg Road #210
Portland, OR 97223
Telephone
503-452-9300
Total Assets
$522,400.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
8
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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