Santa Fe Oral Surgery Retirement Plan & Trust

Wealthminder's Take

Santa Fe Oral Surgery Retirement Plan & Trust at Santa Fe Oral Surgery, Llc in the Health Care and Social Assistance industry has an unknown number of investment options, and a total of $337,357.00 in assets. With 9 participants, the Santa Fe Oral Surgery Retirement Plan & Trust has an average balance per participant of $37,484.11.

Plan Ratings
Compared to other Health Care and Social Assistance plans
Wealthminder Rating
2
39
Your Plan
93

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
63
Company Match Level
34
Employee Participation Rate
25
Employee Contribution Level
33
Average Balance Size
16
Santa Fe Oral Surgery, Llc Details
Address
1645 Galisteo Street
Santa Fe, NM 87505
Telephone
505-984-0694
Total Assets
$337,357.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
9
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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