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.
| 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 |
| 1. | American Funds Target Date Retirement 2025 | 17% |
| 2. | American Funds Target Date Retirement 2015 | 17% |
| 3. | American Funds Target Date Retirement 2020 | 15% |
| Auditor | Maeller & Co LLP |
| Recordkeeper | DailyAccess Corporation |
| Consultant | DailyAccess Corporation |
| Investment Adviser | Securities America, Inc. |
| Corporate Trustee | Reliance Trust Company |

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