Schwarz Insurance Agency, Inc. 401(k) Profit Sharing Plan

Wealthminder's Take

Schwarz Insurance Agency, Inc. 401(k) Profit Sharing Plan at Schwarz Insurance Agency, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $8,596,224.00 in assets. With 62 participants, the Schwarz Insurance Agency, Inc. 401(k) Profit Sharing Plan has an average balance per participant of $138,648.77.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
48
Your Plan
90

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
51
Company Match Level
28
Employee Participation Rate
49
Employee Contribution Level
53
Average Balance Size
74
Schwarz Insurance Agency, Inc. Details
Address
1420 N Ridge Dr
Prairie Du Sac, WI 53578
Telephone
608-643-3385
Total Assets
$8,596,224.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
62
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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