James Gates Insurance Agency, Inc. 401k Plan

Wealthminder's Take

James Gates Insurance Agency, Inc. 401k Plan at James Gates Insurance Agency, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $203,903.00 in assets. With 6 participants, the James Gates Insurance Agency, Inc. 401k Plan has an average balance per participant of $33,983.83.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
28
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
28
Company Match Level
32
Employee Participation Rate
21
Employee Contribution Level
38
Average Balance Size
21
James Gates Insurance Agency, Inc. Details
Address
2321 East 15th Street
Tulsa, OK 74104
Telephone
918-749-6200
Total Assets
$203,903.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
6
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
Want professional advice on your James Gates Insurance Agency, Inc. 401k Plan? Request free proposals from financial advisors today.
Do you work at James Gates Insurance Agency, Inc.? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.