Presidio Financial Services Corp. Employees 401(k) Plan

Wealthminder's Take

Presidio Financial Services Corp. Employees 401(k) Plan at Presidio Financial Services Corp. in the Finance and Insurance industry has an unknown number of investment options, and a total of $376,940.00 in assets. With 4 participants, the Presidio Financial Services Corp. Employees 401(k) Plan has an average balance per participant of $94,235.00.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
41
Your Plan
89

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
64
Company Match Level
11
Employee Participation Rate
51
Employee Contribution Level
10
Average Balance Size
56
Presidio Financial Services Corp. Details
Address
1000 Newbury Road, Suite 170
Thousand Oaks, CA 91320
Telephone
805-522-8955
Total Assets
$376,940.00
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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