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Company:
Sun Mar Healthcare
Plan:
Sun Mar Healthcare 401k Plan
 

Sun Mar Healthcare

36 Plan: Sun Mar Healthcare 401k Plan

 
 
36
4
45
62
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (36) and the top rated plan (62) could equate to:
[How is this calculated?]
10 additional years of work
Up to $241,600 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

Sun Mar Healthcare 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 36. This plan is in the top 15% of plans for Investment Menu Quality. Sun Mar Healthcare 401k Plan currently has over 1,300 active participants and over $2.2M in plan assets.

 

 Retirement Plan Details

Address 3050 Saturn St Ste 201
Brea, CA 92821-6278 
Industry Health Care and Social Assistance
Administrator Eric Chang
Sponsor William C Presnell
Net Plan Assets $2,240,000
Total Participants 1,300
Avg Account Balance $1,700

 Top 3 Funds in this 401k

1. John Hancock Money Market 17%
2. John Hancock Funds II Lifestyle Balanced 16%
3. John Hancock Funds II Lifestyle Conservative 7%

  Plan Service Providers

Auditor Wertz and Co.
Recordkeeper John Hancock
Insurance Carrier John Hancock
Administration The Pension Group, Inc.
Insurance Advisor/Broker UBS

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