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Company:
M Financial Holdings Incorporated
Plan:
M Financial Holdings Incorporated 401k Plan
 

M Financial Holdings Incorporated

82 Plan: M Financial Holdings Incorporated 401k Plan

 
 
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87
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For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (82) and the top rated plan (87) could equate to:
[How is this calculated?]
3 additional years of work
Up to $36,500 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

M Financial Holdings Incorporated 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. M Financial Holdings Incorporated 401k Plan currently has over 200 active participants and over $31.4M in plan assets.

 

 Retirement Plan Details

Address 1125 Nw Couch Street, Suite 900
Portland, OR 97209 
Industry Finance and Insurance
Administrator Susan E. Jossi
Net Plan Assets $31,400,000
Total Participants 250
Avg Account Balance $130,000

 Top 3 Funds in this 401k

1. Vanguard Balanced Index 14%
2. Morley Stable Value Fund 13%
3. Columbia International Value 9%

  Plan Service Providers

Recordkeeper Milliman
Consultant Milliman
Auditor PricewaterhouseCoopers LLP

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