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Company:
Appleton Cardiology Associates, Ltd.
Plan:
Appleton Cardiology Associates, Ltd. Profit Sharing and 401k Plan and Trust
 

Appleton Cardiology Associates, Ltd.

Plan: Appleton Cardiology Associates, Ltd. Profit Sharing and 401k Plan and Trust
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Retirement Plan Description

Appleton Cardiology Associates, Ltd. Profit Sharing and 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. Appleton Cardiology Associates, Ltd. Profit Sharing and 401k Plan and Trust currently has over 100 active participants and over $16.0M in plan assets.

 

 Retirement Plan Details

Address 1818 N. Meade Street
Appleton, WI 54911-3454 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Larry Sobal
Net Plan Assets $16,000,000
Total Participants 130
Avg Account Balance $130,000

  Plan Service Providers

Administration Pension Inc.
Recordkeeper Pension Inc.
Investment Adviser Robert W. Baird & Co.
Investment Adviser Morgan Stanley Smith Barney
Investment Adviser Courtney Consulting Group
Auditor Schenck Sc

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