Serent Capital 401(k) Plan

Wealthminder's Take

Serent Capital 401(k) Plan at Serent Capital Management Company, Llc in the Finance and Insurance industry has an unknown number of investment options, and a total of $3,177,202.00 in assets. With 38 participants, the Serent Capital 401(k) Plan has an average balance per participant of $83,610.58.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
56
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
60
Company Match Level
83
Employee Participation Rate
37
Employee Contribution Level
55
Average Balance Size
41
Serent Capital Management Company, Llc Details
Address
1 Embarcadero Center, Suite 1150
San Francisco, CA 94111
Telephone
415-343-1050
Total Assets
$3,177,202.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
38
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 Serent Capital 401(k) Plan? Request free proposals from financial advisors today.
Do you work at Serent Capital Management Company, Llc? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.