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Company:
South Bend Clinic
Plan:
The South Bend Clinic Employees' Profit Sharing Plan and Trust
 

South Bend Clinic

66 Plan: The South Bend Clinic Employees' Profit Sharing Plan and Trust

 
 
66
11
71
88
0
10
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30
40
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60
70
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100
For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (66) and the top rated plan (88) could equate to:
[How is this calculated?]
13 additional years of work
Up to $133,500 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

The South Bend Clinic Employees' 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 66. This plan is in the top 15% of plans for Account Balances and Company Generosity. The South Bend Clinic Employees' Profit Sharing Plan and Trust currently has over 900 active participants and over $62.7M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 211 North Eddy Street
South Bend, IN 46617 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Curtis J. Holaway
Net Plan Assets $62,700,000
Total Participants 900
Avg Account Balance $69,000

 Compare Other Companies in Peer Group

Quincy Physicians & Surgeons... 79.0
Illinois Bone and Joint Institute,... 73.6
West Florida Medical Center... 72.9
Orthopaedics Indianapolis, P.C. 72.8
The Corvallis Clinic, P.C. 71.1
Austin Diagnostic Clinic Association 69.7

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 31%
2. Bank of America Retirement Preservation Trust 23%
3. American Funds American Balanced 6%

  Plan Service Providers

Recordkeeper Bank of America Merrill Lynch
Auditor Crowe Horwath LLP

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