Kurt P. Schwartz, D.m.d. Profit Sharing 401k Plan

Wealthminder's Take

Kurt P. Schwartz, D.m.d. Profit Sharing 401k Plan at Kurt P. Schwartz, D.m.d. in the Health Care and Social Assistance industry has an unknown number of investment options, and a total of $1,640,156.00 in assets. With 8 participants, the Kurt P. Schwartz, D.m.d. Profit Sharing 401k Plan has an average balance per participant of $205,019.50.

Plan Ratings
Compared to other Health Care and Social Assistance plans
Wealthminder Rating
3
60
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
67
Company Match Level
57
Employee Participation Rate
34
Employee Contribution Level
79
Average Balance Size
77
Kurt P. Schwartz, D.m.d. Details
Address
3801 Alhambra Ave.
Martinez, CA 94553-3805
Telephone
925-372-6969
Total Assets
$1,640,156.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
8
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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