Simon Oswald Associates, Inc. 401(k) Plan

Wealthminder's Take

Simon Oswald Associates, Inc. 401(k) Plan at Simon Oswald Associates, Inc. in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $1,302,936.00 in assets. With 21 participants, the Simon Oswald Associates, Inc. 401(k) Plan has an average balance per participant of $62,044.57.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
3
54
Your Plan
94

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
63
Company Match Level
55
Employee Participation Rate
49
Employee Contribution Level
50
Average Balance Size
42
Simon Oswald Associates, Inc. Details
Address
2801 Woodard Drivesuite 103
Columbia, MO 65202
Telephone
573-443-1407
Total Assets
$1,302,936.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
21
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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