Estate Strategies, Inc. 401(k) Plan

Wealthminder's Take

Estate Strategies, Inc. 401(k) Plan at Estate Strategies, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $4,013,118.00 in assets. With 5 participants, the Estate Strategies, Inc. 401(k) Plan has an average balance per participant of $802,623.60.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
64
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
84
Company Match Level
13
Employee Participation Rate
49
Employee Contribution Level
94
Average Balance Size
100
Estate Strategies, Inc. Details
Address
421 W. Riverside, Suite 972
Spokane, WA 99201
Telephone
509-747-5101
Total Assets
$4,013,118.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
5
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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