California Southwestern Insurance Agency 401(k) Profit Sharing Plan

Wealthminder's Take

California Southwestern Insurance Agency 401(k) Profit Sharing Plan at California Southwestern Insurance Agency in the Finance and Insurance industry has an unknown number of investment options, and a total of $4,681,521.00 in assets. With 28 participants, the California Southwestern Insurance Agency 401(k) Profit Sharing Plan has an average balance per participant of $167,197.18.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
43
Your Plan
90

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
66
Company Match Level
8
Employee Participation Rate
24
Employee Contribution Level
45
Average Balance Size
87
California Southwestern Insurance Agency Details
Address
21 Orchard
Lake Forest, CA 92630
Telephone
949-472-6560
Total Assets
$4,681,521.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
28
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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