The Oak Financial Group 401(k) Psp

Wealthminder's Take

The Oak Financial Group 401(k) Psp at The Oak Financial Group in an unspecified industry has an unknown number of investment options, and a total of $348,673.00 in assets. With 7 participants, the The Oak Financial Group 401(k) Psp has an average balance per participant of $49,810.43.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
29
Your Plan
83

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
27
Company Match Level
31
Employee Participation Rate
37
Employee Contribution Level
17
Average Balance Size
24
The Oak Financial Group Details
Address
121 E. Myrtle Suite B
Angleton, TX 77515
Telephone
979-849-2700
Total Assets
$348,673.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
7
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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