Patty Wang, Cpa, A Sole Proprietorship Safe Harbor 401(k) Plan

Wealthminder's Take

Patty Wang, Cpa, A Sole Proprietorship Safe Harbor 401(k) Plan at Patty Wang, Cpa, A Professional Corporation in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $565,803.00 in assets. With 8 participants, the Patty Wang, Cpa, A Sole Proprietorship Safe Harbor 401(k) Plan has an average balance per participant of $70,725.38.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
3
52
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
91
Company Match Level
29
Employee Participation Rate
11
Employee Contribution Level
76
Average Balance Size
47
Patty Wang, Cpa, A Professional Corporation Details
Address
18822 Beach Blvd., Ste. 207
Huntington Beach, CA 92646
Telephone
714-968-4633
Total Assets
$565,803.00
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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