Steve Carstensen, D.d.s. Retirement Plan & Trust

Wealthminder's Take

Steve Carstensen, D.d.s. Retirement Plan & Trust at Steve Carstensen, D.d.s. in the Health Care and Social Assistance industry has an unknown number of investment options, and a total of $1,440,887.00 in assets. With 12 participants, the Steve Carstensen, D.d.s. Retirement Plan & Trust has an average balance per participant of $120,073.92.

Plan Ratings
Compared to other Health Care and Social Assistance plans
Wealthminder Rating
2
47
Your Plan
93

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
53
Company Match Level
50
Employee Participation Rate
25
Employee Contribution Level
57
Average Balance Size
59
Steve Carstensen, D.d.s. Details
Address
14420 Bel-red Road, Suite 107
Bellevue, WA 98007-3930
Telephone
425-746-0021
Total Assets
$1,440,887.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
12
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 Steve Carstensen, D.d.s. Retirement Plan & Trust? Request free proposals from financial advisors today.
Do you work at Steve Carstensen, D.d.s.? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.