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Terence Louie, D.m.d. Profit Sharing 401(k) Plan

Wealthminder's Take

Terence Louie, D.m.d. Profit Sharing 401(k) Plan at Terence Louie, D.m.d. in the Health Care and Social Assistance industry has an unknown number of investment options, and a total of $155,011.00 in assets. With 4 participants, the Terence Louie, D.m.d. Profit Sharing 401(k) Plan has an average balance per participant of $38,752.75.

Plan Ratings
Compared to other Health Care and Social Assistance plans
Wealthminder Rating
2
60
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
59
Company Match Level
98
Employee Participation Rate
25
Employee Contribution Level
98
Average Balance Size
16
Terence Louie, D.m.d. Details
Address
1814 Ssan Miguel Drive
Walnut Creek, CA 94596-8606
Telephone
925-939-2633
Total Assets
$155,011.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
4
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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