Money Tree Software 401(k) Plan

Wealthminder's Take

Money Tree Software 401(k) Plan at Money Tree Software, Ltd. in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $1,400,504.00 in assets. With 13 participants, the Money Tree Software 401(k) Plan has an average balance per participant of $107,731.08.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
2
66
Your Plan
91

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
78
Company Match Level
25
Employee Participation Rate
69
Employee Contribution Level
77
Average Balance Size
83
Money Tree Software, Ltd. Details
Address
2430 Nw Professional Dr.
Corvallis, OR 97330
Telephone
541-754-3701
Total Assets
$1,400,504.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
13
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 Money Tree Software 401(k) Plan? Request free proposals from financial advisors today.
Do you work at Money Tree Software, Ltd.? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.