Kaufman Strategic Advisors, Llc 401(k) Profit Sharing Plan

Wealthminder's Take

Kaufman Strategic Advisors, Llc 401(k) Profit Sharing Plan at Kaufman Strategic Advisors, Llc in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $831,247.00 in assets. With 3 participants, the Kaufman Strategic Advisors, Llc 401(k) Profit Sharing Plan has an average balance per participant of $277,082.33.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
4
80
Your Plan
87

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
81
Company Match Level
80
Employee Participation Rate
60
Employee Contribution Level
99
Average Balance Size
96
Kaufman Strategic Advisors, Llc Details
Address
11440 West Bernardo Ct., St. 155
San Diego, CA 92127
Telephone
858-487-9771
Total Assets
$831,247.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
3
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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