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Company:
Stockamp & Associates, Inc.
Plan:
Stockamp & Associates, Inc. Retirement Plan
 

Stockamp & Associates, Inc.

85 Plan: Stockamp & Associates, Inc. Retirement Plan

 
 
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86
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For the average 401k participant, the 1 point difference between this plan's BrightScope Rating (85) and the top rated plan (86) could equate to:
[How is this calculated?]
1 additional year of work
Up to $700 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Stockamp & Associates, Inc. Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 85, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity, Salary Deferral, and Total Plan Cost. Stockamp & Associates, Inc. Retirement Plan currently has over 400 active participants and over $23.4M in plan assets.

 

 Retirement Plan Details

Address 6000 Meadows Rd Ste 300
Lake Oswego, OR 97035-3172 
Industry All Other Professional, Scientific, and Technical Services
Administrator Ronald G. Witcosky
Net Plan Assets $23,400,000
Total Participants 490
Avg Account Balance $52,000

 Compare Other Companies in Peer Group

Amerinet 78.4
Shimadzu Scientific Instruments 75.2
System Planning 71.9
First Financial Resources 70.7
Abacus Technology 70.1
Ferolie 64.4

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 81%
2. Schwab Managed Retirement 2040 5%
3. Schwab Managed Retirement 2030 4%

  Plan Service Provider

Auditor Perkins & Company, P.C.

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