Dan Upton Construction, Inc. Discretionary Defined Contribution/401(k) Plan

Wealthminder's Take

Dan Upton Construction, Inc. Discretionary Defined Contribution/401(k) Plan at Dan Upton Construction, Inc. in the Construction industry has an unknown number of investment options, and a total of $637,925.00 in assets. With 14 participants, the Dan Upton Construction, Inc. Discretionary Defined Contribution/401(k) Plan has an average balance per participant of $45,566.07.

Plan Ratings
Compared to other Construction plans
Wealthminder Rating
7
72
Your Plan
85

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
89
Company Match Level
86
Employee Participation Rate
60
Employee Contribution Level
59
Average Balance Size
40
Dan Upton Construction, Inc. Details
Address
2272 Las Canoas Road
Santa Barbara, CA 93105
Telephone
805-682-3948
Total Assets
$637,925.00
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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