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Company:
Apple Valley Medical Clinic, Ltd.
Plan:
Apple Valley Medical Clinic, Ltd. Profit Sharing and Retirement Plan
 

Apple Valley Medical Clinic, Ltd.

67 Plan: Apple Valley Medical Clinic, Ltd. Profit Sharing and Retirement Plan

 
 
67
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87
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For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (67) and the top rated plan (87) could equate to:
[How is this calculated?]
11 additional years of work
Up to $110,500 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

Apple Valley Medical Clinic, Ltd. Profit Sharing and Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 67. This plan is in the top 35% of plans for Account Balances, Participation Rate, and Total Plan Cost. Apple Valley Medical Clinic, Ltd. Profit Sharing and Retirement Plan currently has over 100 active participants and over $11.1M in plan assets.

 

 Retirement Plan Details

Address 14655 Galaxie Ave.
Apple Valley, MN 55124-8575 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Susan Berg
Net Plan Assets $11,100,000
Total Participants 180
Avg Account Balance $64,000

 Top 3 Funds in this 401k

1. Schwab Personal Choice Retirement Account 33%
2. Charles Schwab Stable Value Fund 15%
3. American Funds Growth Fund of America 14%

  Plan Service Providers

Investment Adviser All Star Financial
Auditor Olsen Thielen & Co, Ltd

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