Stephens Margolin 401(k) Plan & Trust

Wealthminder's Take

Stephens Margolin 401(k) Plan & Trust at Stephens Margolin, Pc in the Professional, Scientific, and Technical Services industry has an unknown number of investment options, and a total of $534,728.00 in assets. With 13 participants, the Stephens Margolin 401(k) Plan & Trust has an average balance per participant of $41,132.92.

Plan Ratings
Compared to other Professional, Scientific, and Technical Services plans
Wealthminder Rating
3
36
Your Plan
89

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
28
Company Match Level
76
Employee Participation Rate
17
Employee Contribution Level
41
Average Balance Size
19
Stephens Margolin, Pc Details
Address
1000 Sw Broadway, Suite 1250
Portland, OR 97205
Telephone
503-546-6374
Total Assets
$534,728.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
13
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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