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Company:
Fox Valley Orthopaedic Associates, S.C.
Plan:
Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan and Trust
 

Fox Valley Orthopaedic Associates, S.C.

73 Plan: Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan and Trust

 
 
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For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (73) and the top rated plan (88) could equate to:
[How is this calculated?]
10 additional years of work
Up to $77,800 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.

 

 Comments

Retirement Plan Description

Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings 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 35% of plans for Account Balances, Company Generosity, Participation Rate, and Salary Deferral. Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan and Trust currently has over 200 active participants and over $14.5M in plan assets.

 Retirement Plan Details

Address 2525 Kaneville Road
Geneva, IL 60134-2578 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Mary O'Brien
Sponsor Kevan Ketterling
Net Plan Assets $14,500,000
Total Participants 250
Avg Account Balance $58,000

 Top 3 Funds in this 401k

1. American Funds Target Date Retirement 2025 17%
2. American Funds Target Date Retirement 2015 17%
3. American Funds Target Date Retirement 2020 15%

  Plan Service Providers

Auditor Maeller & Co LLP
Recordkeeper DailyAccess Corporation
Consultant DailyAccess Corporation
Investment Adviser Securities America, Inc.
Corporate Trustee Reliance Trust Company

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