Healthcare South Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Account Balances and Company Generosity. Healthcare South Retirement Plan currently has over 200 active participants and over $22.2M in plan assets.
| 1. | American Funds Growth Fund of America | 5% |
| 2. | American Funds Washington Mutual | 5% |
| 3. | Davis New York Venture | 4% |
| Address |
549 Columbian St
Suite 200 Weymouth, MA 02190 |
| Industry | Offices of Physicians (except Mental Health Specialists) |
| Administrator | Steven T. Golden |
| Net Plan Assets | $22,200,000 |
| Total Participants | 220 |
| Avg Account Balance | $100,000 |
| Insurance Carrier | Guardian Insurance & Annuity Company, Inc. |
| Insurance Carrier | Berkshire Life Insurance Company of America |
| Insurance Advisor/Broker | Robert Edward Toner |
| Administration | New England Pension Plan Systems, LLC |
| Recordkeeper | New England Pension Plan Systems, LLC |
| Auditor | Leone, Morrissey, He |

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