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Company:
Lakeshore Medical Clinic, Ltd.
Plan:
Lakeshore Medical 401k Profit Sharing Plan
 

Lakeshore Medical Clinic, Ltd.

71 Plan: Lakeshore Medical 401k Profit Sharing Plan

 
 
71
39
75
88
0
10
20
30
40
50
60
70
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90
100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (71) and the top rated plan (88) could equate to:
[How is this calculated?]
10 additional years of work
Up to $70,800 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.

 

Retirement Plan Description

Lakeshore Medical 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Investment Menu Quality. Lakeshore Medical 401k Profit Sharing Plan currently has over 600 active participants and over $23.0M in plan assets.

 

 Retirement Plan Details

Address 100 15th Avenue, Suite 210
South Milwaukee, WI 53172 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Elizabeth Ojeda
Sponsor Masood Wasiullah
Net Plan Assets $23,000,000
Total Participants 690
Avg Account Balance $34,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 20%
2. John Hancock Funds II Lifestyle Balanced 17%
3. John Hancock Funds II Lifestyle Aggressive 8%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Robert A. Westrick
Recordkeeper John Hancock
Auditor Kolb & Co.

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