Allen Trust Company 401(k) Plan

Wealthminder's Take

Allen Trust Company 401(k) Plan at Allen Trust Company in the Finance and Insurance industry has an unknown number of investment options, and a total of $1,573,721.00 in assets. With 12 participants, the Allen Trust Company 401(k) Plan has an average balance per participant of $131,143.42.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
34
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
23
Company Match Level
22
Employee Participation Rate
37
Employee Contribution Level
46
Average Balance Size
61
Allen Trust Company Details
Address
121 Sw Morrison St, Ste 875
Portland, OR 97204
Telephone
503-292-1041
Total Assets
$1,573,721.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
12
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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