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Company:
University Of Wisconsin Medical Foundation, Inc.
Plan:
University Of Wisconsin Medical Foundation, Inc. Retirement Plan
 

University Of Wisconsin Medical Foundation, Inc.

88 Plan:

 
 
88
42
69
91
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (88) and the top rated plan (91) could equate to:
[How is this calculated?]
2 additional years of work
Up to $3,400 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

University Of Wisconsin Medical Foundation, Inc. Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 88, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Total Plan Cost. University Of Wisconsin Medical Foundation, Inc. Retirement Plan currently has over 1,800 active participants and over $662.5M in plan assets.


 Investment Menu Statistics

No. of Investment Options
28
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Vanguard Institutional Index 15%
2. Vanguard Mid Capitalization Index 13%
3. Vanguard Group Target Retirement 12%

 
Plan Component Ratings

 Retirement Plan Details

Address 7974 Uw Health Court
Middleton, WI 53562 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator William Schrum
Net Plan Assets $662,000,000
Total Participants 1,800
Avg Account Balance $400,000

 
Plan Service Providers

Legal Counsel R.V. Kuhns & Associates
Consultant R.V. Kuhns & Associates
Legal Counsel Dewitt, Ross & Stevens, Sc
Investment Adviser Strategic Advisors
Recordkeeper Fidelity
Auditor CliftonLarsonAllen LLP