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Company:
Summit Radiology, P.C.
Plan:
Summit Radiology, P.C. Profit Sharing Plan
 

Summit Radiology, P.C.

85 Plan: Summit Radiology, P.C. Profit Sharing Plan

 
 
85
39
77
93
0
10
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100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (85) and the top rated plan (93) could equate to:
[How is this calculated?]
9 additional years 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

Summit Radiology, P.C. Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 85, 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, Participation Rate, and Salary Deferral. Summit Radiology, P.C. Profit Sharing Plan currently has over 100 active participants and over $31.8M in plan assets.

 

 Retirement Plan Details

Address 6119 West Jefferson Blvd.
Fort Wayne, IN 46804 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Mark Schaefer
Sponsor John Ocken
Net Plan Assets $31,800,000
Total Participants 120
Avg Account Balance $260,000

 Top 3 Funds in this 401k

1. Schwab Personal Choice Retirement Account 33%
2. Schwab S&P 500 Index 13%
3. Harbor International 8%

  Plan Service Providers

Investment Adviser Oxford Financial Group, Ltd.
Recordkeeper Charles Schwab
Investment Adviser Galecki Financial Management, Inc.
Investment Adviser Fisher Investments
Investment Adviser Physicians Asset Management
Auditor Bkd, LLP

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