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Company:
TriValley Primary Care, P.C.
Plan:
TriValley Primary Care, P.C. 401k Profit Sharing Plan
 

TriValley Primary Care, P.C.

71 Plan: TriValley Primary Care, P.C. 401k Profit Sharing Plan

 
 
71
35
74
87
0
10
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100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (71) and the top rated plan (87) could equate to:
[How is this calculated?]
9 additional years of work
Up to $84,200 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

TriValley Primary Care, P.C. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Investment Menu Quality. TriValley Primary Care, P.C. 401k Profit Sharing Plan currently has over 100 active participants and over $11.0M in plan assets.

 

 Retirement Plan Details

Address 519 South Fifth St - Suite 130
Perkasie, PA 18944-1042 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Peter Mertzanis
Net Plan Assets $11,000,000
Total Participants 160
Avg Account Balance $70,000

 Top 3 Funds in this 401k

1. Fidelity Spartan 500 Index 15%
2. Vanguard Morgan Growth 11%
3. Fidelity Advisor Strategic Income 9%

  Plan Service Providers

Corporate Trustee Univest
Auditor Canon Capital CPAS

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