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Company:
Healthcare Financial Management Association
Plan:
Healthcare Financial Management Association Retirement and 401k Plan
 

Healthcare Financial Management Association

75 Plan: Healthcare Financial Management Association Retirement and 401k Plan

 
 
75
12
59
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (75) and the top rated plan (87) could equate to:
[How is this calculated?]
7 additional years of work
Up to $109,700 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

Healthcare Financial Management Association Retirement and 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Company Generosity, Investment Menu Quality, and Participation Rate. Healthcare Financial Management Association Retirement and 401k Plan currently has over 100 active participants and over $6.9M in plan assets.

 

 Retirement Plan Details

Address 2 Westbrook Corp Ctr Ste 700
Westchester, IL 60154-5723 
Industry Other Services (except Public Administration)
Administrator Katie Hogan
Sponsor Edwin P. Czopek
Net Plan Assets $6,850,000
Total Participants 120
Avg Account Balance $59,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 13%
2. John Hancock Money Market 6%
3. John Hancock Funds II Lifestyle Balanced 5%

  Plan Service Providers

Auditor Bansley & Kiener
Insurance Carrier John Hancock
Insurance Advisor/Broker LPL Financial Corp.

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