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Company:
South Lake Clinic, P.A.
Plan:
South Lake Clinic, P.A. Employees Profit Sharing Plus Plan
 

South Lake Clinic, P.A.

65 Plan: South Lake Clinic, P.A. Employees Profit Sharing Plus Plan

 
 
65
15
69
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (65) and the top rated plan (85) could equate to:
[How is this calculated?]
10 additional years of work
Up to $141,700 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

South Lake Clinic, P.A. Employees Profit Sharing Plus Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 65. This plan is in the top 35% of plans for Account Balances and Salary Deferral. South Lake Clinic, P.A. Employees Profit Sharing Plus Plan currently has over 100 active participants and over $6.2M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 17705 Hutchins Dr Ste 101
Minnetonka, MN 55345-4102 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Heidi Northrup
Sponsor Dale T. Dobrin, M.D.
Net Plan Assets $6,240,000
Total Participants 130
Avg Account Balance $48,000

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 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 28%
2. Neuberger Berman Genesis 15%
3. Selected American Shares 13%

  Plan Service Providers

Auditor Eide Bailly LLP
Recordkeeper Interactive Retirement Systems

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