Scharf Investments, Llc 401(k) Safe Harbor Profit Sharing Plan

Wealthminder's Take

Scharf Investments, Llc 401(k) Safe Harbor Profit Sharing Plan at Scharf Investments, Llc in the Finance and Insurance industry has an unknown number of investment options, and a total of $1,601,549.00 in assets. With 19 participants, the Scharf Investments, Llc 401(k) Safe Harbor Profit Sharing Plan has an average balance per participant of $84,292.05.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
42
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
28
Company Match Level
58
Employee Participation Rate
37
Employee Contribution Level
55
Average Balance Size
41
Scharf Investments, Llc Details
Address
5619 Scotts Valley Drivesuite 140
Scotts Valley, CA 95066
Telephone
831-429-6513
Total Assets
$1,601,549.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
19
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 Scharf Investments, Llc 401(k) Safe Harbor Profit Sharing Plan? Request free proposals from financial advisors today.
Do you work at Scharf Investments, Llc? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.