Shepard Schwartz & Harris Amended & Restated 401k Plan & Trust

Wealthminder's Take

Shepard Schwartz & Harris Amended & Restated 401k Plan & Trust at Shepard Schwartz & Harris Llp in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $6,106,296.00 in assets. With 45 participants, the Shepard Schwartz & Harris Amended & Restated 401k Plan & Trust has an average balance per participant of $135,695.47.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
3
34
Your Plan
91

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
11
Company Match Level
25
Employee Participation Rate
43
Employee Contribution Level
57
Average Balance Size
66
Shepard Schwartz & Harris Llp Details
Address
123 N. Wacker Drive 14th Floor
Chicago, IL 60606-1700
Telephone
312-726-8353
Total Assets
$6,106,296.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
45
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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