Overview

Plan Rating

BrightScope Rating
74
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (3)
Average in Peer Group (74)
Highest in Peer Group (90)

Plan Description

Pacific Western Technologies, Ltd. 401k Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74. This plan is in the top 15% of plans for Participation Rate. Pacific Western Technologies, Ltd. 401k Retirement Savings Plan currently has over 100 active participants and over $7.7M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (74) and the top rated plan (90) could equate to:
11
Additional years of work
17,464
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3000 Youngfield St Ste 300
  • Location
    Wheat Ridge , CO
  • 80215
  • Industry
    Professional, Scientific, and Technical Services
  • Administrator
    David Majidi
  • Sponsor
    Davd Majidi
  • Net Plan Assets
    $7,670,000
  • Total Participants
    130
  • Avg Account Balance
    $60,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Above Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

15

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan US Equity 19%
56%
Prudential Guaranteed Income Fund 13%
N/A
Oppenheimer International Bond 10%
54%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Prudential
Investment Adviser
Van Gilder Retirement Solutions, LLC
Administration
Prudential
Recordkeeper
Prudential
Auditor
Bradley Consulting Group, Pc