Thaddeus W. Smith & Associates Insurance Services, Inc. 401k Profit Sharing Plan

Wealthminder's Take

Thaddeus W. Smith & Associates Insurance Services, Inc. 401k Profit Sharing Plan at Thaddeus W. Smith & Associates Insurance Services, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $1,278,549.00 in assets. With 5 participants, the Thaddeus W. Smith & Associates Insurance Services, Inc. 401k Profit Sharing Plan has an average balance per participant of $255,709.80.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
56
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
52
Company Match Level
35
Employee Participation Rate
49
Employee Contribution Level
80
Average Balance Size
93
Thaddeus W. Smith & Associates Insurance Services, Inc. Details
Address
3151 Airway Ave., A-2
Costa Mesa, CA 92626
Telephone
714-241-3070
Total Assets
$1,278,549.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
5
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 Thaddeus W. Smith & Associates Insurance Services, Inc. 401k Profit Sharing Plan? Request free proposals from financial advisors today.
Do you work at Thaddeus W. Smith & Associates Insurance Services, Inc.? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.