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Upstream Group, Inc Profit Sharing Plan

Wealthminder's Take

Upstream Group, Inc Profit Sharing Plan at Upstream Group, Inc in the Other Services (except Public Administration) industry has an unknown number of investment options, and a total of $192,693.00 in assets. With 2 participants, the Upstream Group, Inc Profit Sharing Plan has an average balance per participant of $96,346.50.

Plan Ratings
Compared to other Other Services (except Public Administration) plans
Wealthminder Rating
5
86
Your Plan
88

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
96
Company Match Level
90
Employee Participation Rate
65
Employee Contribution Level
99
Average Balance Size
85
Upstream Group, Inc Details
Address
5247 Shelburne Road Suite 205
Shelburne, VT 05482
Telephone
802-238-2534
Total Assets
$192,693.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
2
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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