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Company:
Toledo Clinic, Inc.
Plan:
Toledo Clinic, Inc. Employees' 401k Profit Sharing Plan and Trust
 

Toledo Clinic, Inc.

73 Plan: Toledo Clinic, Inc. Employees' 401k Profit Sharing Plan and Trust

 
 
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85
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For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (73) and the top rated plan (85) could equate to:
[How is this calculated?]
8 additional years of work
Up to $54,400 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.

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 Plan Component Ratings

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Retirement Plan Description

Toledo Clinic, Inc. Employees' 401k Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Account Balances and Company Generosity. Toledo Clinic, Inc. Employees' 401k Profit Sharing Plan and Trust currently has over 700 active participants and over $89.2M in plan assets.

 Retirement Plan Details

Address 4235 Secor Road
Toledo, OH 43623 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Charles Kopitke
Net Plan Assets $89,200,000
Total Participants 760
Avg Account Balance $120,000

 Compare Other Companies in Peer Group

BayCare Clinic, L.L.P. 79.2
Noran Neurological Clinic, P.A. 77.6
Mason City Clinic, P.C. 77.2
Central Utah Clinic 74.8
Illinois Bone and Joint Institute,... 73.6
The Corvallis Clinic, P.C. 71.1

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 63%
2. Marshall & Ilsley Growth Balanced 8%
3. Marshall & Ilsley Stable Principal Fund 5%

  Plan Service Providers

Investment Adviser Al Frank Asset Management Inc.
Investment Adviser Strategic Investment Advisors, Inc.
Corporate Trustee Baron Capital Group
Recordkeeper Baron Capital Group
Auditor Gilmore, Jasion & Mahler Ltd
Corporate Trustee Marshall & Ilsley

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