Pacific Financial Strategies, Inc. 401(k) Ps Plan

Wealthminder's Take

Pacific Financial Strategies, Inc. 401(k) Ps Plan at Pacific Financial Strategies, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $330,204.00 in assets. With 4 participants, the Pacific Financial Strategies, Inc. 401(k) Ps Plan has an average balance per participant of $82,551.00.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
47
Your Plan
83

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
26
Company Match Level
87
Employee Participation Rate
8
Employee Contribution Level
96
Average Balance Size
53
Pacific Financial Strategies, Inc. Details
Address
223e Thousand Oaks Blvd., Suite 403
Thousand Oaks, CA 91360
Telephone
818-991-7794
Total Assets
$330,204.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
4
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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