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Company:
St. Jude Heritage Medical Group
Plan:
St. Jude Heritage Medical Group 401k Profit Sharing Plan
 

St. Jude Heritage Medical Group

89 Plan: St. Jude Heritage Medical Group 401k Profit Sharing Plan

 
 
89
38
77
90
0
10
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90
100
For the average 401k participant, the 1 point difference between this plan's BrightScope Rating (89) and the top rated plan (90) could equate to:
[How is this calculated?]
1 additional year of work
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

St. Jude Heritage Medical Group 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 89, 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, Investment Menu Quality, Participation Rate, and Salary Deferral. St. Jude Heritage Medical Group 401k Profit Sharing Plan currently has over 100 active participants and over $46.8M in plan assets.

 

 Retirement Plan Details

Address 279 East Imperial Hwy Suite 770
Fullerton, CA 92835-1059 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Michael Sugarman
Net Plan Assets $46,800,000
Total Participants 170
Avg Account Balance $280,000

 Top 3 Funds in this 401k

1. John Hancock Money Market 22%
2. John Hancock Funds II Lifestyle Conservative 11%
3. John Hancock Funds II Lifestyle Aggressive 8%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Integrated Wealth Management, Inc.
Recordkeeper John Hancock
Auditor Richard Weglarz, CPA

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