Agate Resources, Inc.
Form 5500 DataOverview
Plan Description
Agate Resources, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. This plan is in the top 35% of plans for Company Generosity. Agate Resources, Inc. 401k Profit Sharing Plan currently has over 200 active participants and over $7.5M in plan assets.
Did you know?
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (62) and the top rated plan (89) could equate to:
16
Additional years of work
170,914
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 1800 Millrace Drive
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 1800 Millrace Drive
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LocationEugene , OR97403
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IndustryOffices of All Other Miscellaneous Health Practitioners
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AdministratorDavid L Cole
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Net Plan Assets$7,480,000
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Total Participants250
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Avg Account Balance$37,000
Plan Components
Component Ratings
Design
Total Plan Cost:
Average Fees
Company Generosity:
Above Average
Performance
Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Average
Design
Total Plan Cost:
Low Fees
Company Generosity:
Great
Performance
Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Above Average
Peer Group Plans
Company | Rating |
---|---|
Comprehensive Care Services | 75.0 |
Hospice of East Texas | 65.6 |
Woodland Centers | 61.8 |
Rochelle Community Hospital Association | 60.1 |
Central Florida Kidney Center | 58.7 |
Medical West Pharmacy | 55.6 |
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Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
---|---|---|
American Century Investments One Choice | 74% |
27%
|
Participant Loans | 5% |
N/A
|
Key Guaranteed Portfolio Fund | 5% |
N/A
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|
100%
|
|
|
100%
|
|
|
100%
|
|
|
100%
|
View all funds in this plan
Providers
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