Strategic Wealth Designers, Llc Retirement Plan

Wealthminder's Take

Strategic Wealth Designers, Llc Retirement Plan at Strategic Wealth Designers in the Finance and Insurance industry has an unknown number of investment options, and a total of $136,174.00 in assets. With 6 participants, the Strategic Wealth Designers, Llc Retirement Plan has an average balance per participant of $22,695.67.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
38
Your Plan
90

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
7
Company Match Level
95
Employee Participation Rate
25
Employee Contribution Level
61
Average Balance Size
12
Strategic Wealth Designers Details
Address
9710 Park Plaza Ave. Suite 210
Louisville, KY 40241
Telephone
502-412-3354
Total Assets
$136,174.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
6
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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