Shannon S. Spence 401(k) Profit Sharing Plan

Wealthminder's Take

Shannon S. Spence 401(k) Profit Sharing Plan at Shannon S. Spence in the Real Estate and Rental and Leasing industry has an unknown number of investment options, and a total of $860,110.00 in assets. With 2 participants, the Shannon S. Spence 401(k) Profit Sharing Plan has an average balance per participant of $430,055.00.

Plan Ratings
Compared to other Real Estate and Rental and Leasing plans
Wealthminder Rating
9
55
Your Plan
82

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
61
Company Match Level
16
Employee Participation Rate
47
Employee Contribution Level
83
Average Balance Size
96
Shannon S. Spence Details
Address
1902 Se Morrison St.
Portland, OR 97214
Telephone
503-287-8989
Total Assets
$860,110.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
2
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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